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Disclosery

PRIVATE CLIENT SERVICES, LLC: NEAR position timeline

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

PRIVATE CLIENT SERVICES, LLC held 9,817 NEAR 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 9,817 shares
    Change vs previous 13F +411 shares

    0.13% of the 13F portfolio, value $489,452.

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

  2. period ended2026-06-30
    13F 9,406 shares
    Change vs previous 13F -37 shares

    0.12% of the 13F portfolio, value $476,509.

    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 9,443 shares
    Change vs previous 13F -82 shares

    0.14% of the 13F portfolio, value $480,059.

    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 9,525 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $486,726.

    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 9,471 shares
    Change vs previous 13F +351 shares

    0.16% of the 13F portfolio, value $485,654.

    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 9,120 shares
    Change vs previous 13F +2,252 shares

    0.18% of the 13F portfolio, value $466,048.

    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 6,868 shares
    Change vs previous 13F +511 shares

    0.17% of the 13F portfolio, value $349,389.

    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 6,357 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $321,025.

    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).