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Disclosery

PRIVATE CLIENT SERVICES, LLC: MTBA position timeline

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

PRIVATE CLIENT SERVICES, LLC held 33,887 MTBA 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 33,887 shares
    Change vs previous 13F +890 shares

    0.43% of the 13F portfolio, value $1,584,556.

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

  2. period ended2026-06-30
    13F 32,997 shares
    Change vs previous 13F -17,859 shares

    0.42% of the 13F portfolio, value $1,619,163.

    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 50,856 shares
    Change vs previous 13F +1,781 shares

    0.75% of the 13F portfolio, value $2,515,338.

    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 49,075 shares
    Change vs previous 13F +1,080 shares

    0.77% of the 13F portfolio, value $2,473,871.

    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 47,995 shares
    Change vs previous 13F +1,149 shares

    0.81% of the 13F portfolio, value $2,416,548.

    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 46,846 shares
    Change vs previous 13F -2,540 shares

    0.91% of the 13F portfolio, value $2,346,516.

    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 49,386 shares
    Change vs previous 13F -7 shares

    1.22% of the 13F portfolio, value $2,476,214.

    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 49,393 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,454,338.

    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).