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Disclosery

PRIVATE CLIENT SERVICES, LLC: PHYS position timeline

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

PRIVATE CLIENT SERVICES, LLC held 87,252 PHYS 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 87,252 shares
    Change vs previous 13F +15,003 shares

    0.73% of the 13F portfolio, value $2,728,370.

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

  2. period ended2026-06-30
    13F 72,249 shares
    Change vs previous 13F +50,778 shares

    0.57% of the 13F portfolio, value $2,179,752.

    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 21,471 shares
    Change vs previous 13F -1,720 shares

    0.23% of the 13F portfolio, value $760,932.

    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 23,191 shares
    Change vs previous 13F -9,890 shares

    0.24% of the 13F portfolio, value $765,767.

    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 33,081 shares
    Change vs previous 13F +8,370 shares

    0.33% of the 13F portfolio, value $979,859.

    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 24,711 shares
    Change vs previous 13F -9,838 shares

    0.24% of the 13F portfolio, value $626,424.

    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 34,549 shares
    Change vs previous 13F -30,026 shares

    0.41% of the 13F portfolio, value $831,249.

    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 64,575 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,300,541.

    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).