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Disclosery

PRIVATE CLIENT SERVICES, LLC: NFTY position timeline

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

PRIVATE CLIENT SERVICES, LLC held 25,770 NFTY 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 25,770 shares
    Change vs previous 13F +1,330 shares

    0.35% of the 13F portfolio, value $1,314,142.

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

  2. period ended2026-06-30
    13F 24,440 shares
    Change vs previous 13F -9,035 shares

    0.34% of the 13F portfolio, value $1,314,750.

    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 33,475 shares
    Change vs previous 13F +5,387 shares

    0.52% of the 13F portfolio, value $1,723,849.

    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 28,088 shares
    Change vs previous 13F -4,388 shares

    0.51% of the 13F portfolio, value $1,638,123.

    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 32,476 shares
    Change vs previous 13F +7,282 shares

    0.62% of the 13F portfolio, value $1,848,560.

    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 25,194 shares
    Change vs previous 13F +1,818 shares

    0.59% of the 13F portfolio, value $1,510,884.

    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 23,376 shares
    Change vs previous 13F +10,528 shares

    0.64% of the 13F portfolio, value $1,303,446.

    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 12,848 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $719,360.

    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).