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Disclosery

PRIVATE CLIENT SERVICES, LLC: PFF position timeline

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

PRIVATE CLIENT SERVICES, LLC held 18,249 PFF 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 18,249 shares
    Change vs previous 13F -33,283 shares

    0.14% of the 13F portfolio, value $538,345.

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

  2. period ended2026-06-30
    13F 51,532 shares
    Change vs previous 13F +3,119 shares

    0.41% of the 13F portfolio, value $1,571,206.

    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 48,413 shares
    Change vs previous 13F +17,165 shares

    0.44% of the 13F portfolio, value $1,467,888.

    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 31,248 shares
    Change vs previous 13F +525 shares

    0.3% of the 13F portfolio, value $967,433.

    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 30,723 shares
    Change vs previous 13F +3,193 shares

    0.33% of the 13F portfolio, value $971,450.

    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 27,530 shares
    Change vs previous 13F +1,717 shares

    0.33% of the 13F portfolio, value $844,631.

    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 25,813 shares
    Change vs previous 13F +2,939 shares

    0.39% of the 13F portfolio, value $793,241.

    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 22,874 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $719,150.

    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).