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Disclosery

PRIVATE CLIENT SERVICES, LLC: ITA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE CLIENT SERVICES, LLC on ITA, newest first. How the timeline and the estimate are built.

PRIVATE CLIENT SERVICES, LLC held 2,389 ITA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,389 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $494,855.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,389 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $579,030.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,429 shares
    Change vs previous 13F -47 shares

    0.16% of the 13F portfolio, value $531,378.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,476 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $531,475.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,479 shares
    Change vs previous 13F -326 shares

    0.17% of the 13F portfolio, value $518,661.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,805 shares
    Change vs previous 13F +1,057 shares

    0.21% of the 13F portfolio, value $529,063.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,748 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $267,651.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).