Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: MSFT position timeline

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

PRIVATE CLIENT SERVICES, LLC held 8,373 MSFT 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 8,373 shares
    Change vs previous 13F +312 shares

    1.15% of the 13F portfolio, value $4,294,421.

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

  2. period ended2026-06-30
    13F 8,061 shares
    Change vs previous 13F -298 shares

    0.79% of the 13F portfolio, value $3,006,755.

    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 8,359 shares
    Change vs previous 13F +1,241 shares

    0.93% of the 13F portfolio, value $3,094,094.

    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 7,118 shares
    Change vs previous 13F -142 shares

    1.08% of the 13F portfolio, value $3,442,622.

    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 7,260 shares
    Change vs previous 13F -589 shares

    1.26% of the 13F portfolio, value $3,760,207.

    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 7,849 shares
    Change vs previous 13F +2,906 shares

    1.52% of the 13F portfolio, value $3,904,363.

    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 4,943 shares
    Change vs previous 13F -1,565 shares

    0.92% of the 13F portfolio, value $1,855,687.

    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 6,508 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,743,121.

    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).