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PRIVATE CLIENT SERVICES, LLC: MUB position timeline

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

PRIVATE CLIENT SERVICES, LLC held 27,100 MUB 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 27,100 shares
    Change vs previous 13F +3,019 shares

    0.74% of the 13F portfolio, value $2,739,849.

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

  2. period ended2026-06-30
    13F 24,081 shares
    Change vs previous 13F +1,053 shares

    0.68% of the 13F portfolio, value $2,591,548.

    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 23,028 shares
    Change vs previous 13F +1,328 shares

    0.73% of the 13F portfolio, value $2,444,439.

    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 21,700 shares
    Change vs previous 13F +4,579 shares

    0.73% of the 13F portfolio, value $2,324,261.

    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 17,121 shares
    Change vs previous 13F +6,557 shares

    0.61% of the 13F portfolio, value $1,823,165.

    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 10,564 shares
    Change vs previous 13F +1,859 shares

    0.43% of the 13F portfolio, value $1,103,735.

    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 8,705 shares
    Change vs previous 13F -366 shares

    0.45% of the 13F portfolio, value $917,839.

    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 9,071 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $966,500.

    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).