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PRIVATE CLIENT SERVICES, LLC: PH position timeline

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

PRIVATE CLIENT SERVICES, LLC held 314 PH 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 314 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $300,119.

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

  2. period ended2026-06-30
    13F 279 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $272,743.

    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 ยง4.2).