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PRIVATE CLIENT SERVICES, LLC: MINT position timeline

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

PRIVATE CLIENT SERVICES, LLC held 22,117 MINT 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 22,117 shares
    Change vs previous 13F +13,860 shares

    0.6% of the 13F portfolio, value $2,223,899.

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

  2. period ended2026-06-30
    13F 8,257 shares
    Change vs previous 13F +3,975 shares

    0.22% of the 13F portfolio, value $832,379.

    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 4,282 shares
    Change vs previous 13F +297 shares

    0.13% of the 13F portfolio, value $430,689.

    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 3,985 shares
    Change vs previous 13F +184 shares

    0.12% of the 13F portfolio, value $399,878.

    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 3,801 shares
    Change vs previous 13F +845 shares

    0.13% of the 13F portfolio, value $382,713.

    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 2,956 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $297,182.

    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).