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Disclosery

PRIVATE CLIENT SERVICES, LLC: MO position timeline

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

PRIVATE CLIENT SERVICES, LLC held 8,234 MO 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 8,234 shares
    Change vs previous 13F +504 shares

    0.15% of the 13F portfolio, value $554,447.

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

  2. period ended2026-06-30
    13F 7,730 shares
    Change vs previous 13F +128 shares

    0.15% of the 13F portfolio, value $556,153.

    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 7,602 shares
    Change vs previous 13F -2,287 shares

    0.15% of the 13F portfolio, value $501,681.

    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 9,889 shares
    Change vs previous 13F +4,196 shares

    0.18% of the 13F portfolio, value $570,180.

    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 5,693 shares
    Change vs previous 13F -2,850 shares

    0.13% of the 13F portfolio, value $376,106.

    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 8,543 shares
    Change vs previous 13F +3,340 shares

    0.2% of the 13F portfolio, value $500,881.

    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 5,203 shares
    Change vs previous 13F +63 shares

    0.15% of the 13F portfolio, value $312,291.

    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 5,140 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $268,773.

    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).