Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: IVV position timeline

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

PRIVATE CLIENT SERVICES, LLC held 45,789 IVV 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 45,789 shares
    Change vs previous 13F -8,772 shares

    9.42% of the 13F portfolio, value $35,067,734.

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

  2. period ended2026-06-30
    13F 54,561 shares
    Change vs previous 13F -5 shares

    10.71% of the 13F portfolio, value $40,859,880.

    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 54,566 shares
    Change vs previous 13F +1,617 shares

    10.66% of the 13F portfolio, value $35,642,887.

    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 52,949 shares
    Change vs previous 13F +6,592 shares

    11.33% of the 13F portfolio, value $36,267,114.

    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 46,357 shares
    Change vs previous 13F +10,499 shares

    10.38% of the 13F portfolio, value $31,026,549.

    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 35,858 shares
    Change vs previous 13F +12,056 shares

    8.67% of the 13F portfolio, value $22,264,116.

    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 23,802 shares
    Change vs previous 13F +8,205 shares

    6.62% of the 13F portfolio, value $13,374,141.

    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).

  8. period ended2024-12-31
    13F 15,597 shares
    Change vs previous 13F not available

    4.93% of the 13F portfolio, value $9,181,841.

    13F-HR 0001457005-25-000002 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).