Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: PM position timeline

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

PRIVATE CLIENT SERVICES, LLC held 3,850 PM 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 3,850 shares
    Change vs previous 13F +367 shares

    0.2% of the 13F portfolio, value $734,623.

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

  2. period ended2026-06-30
    13F 3,483 shares
    Change vs previous 13F +196 shares

    0.17% of the 13F portfolio, value $630,124.

    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 3,287 shares
    Change vs previous 13F +1,386 shares

    0.16% of the 13F portfolio, value $543,432.

    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 1,901 shares
    Change vs previous 13F +258 shares

    0.1% of the 13F portfolio, value $304,911.

    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 1,643 shares
    Change vs previous 13F -2,178 shares

    0.09% of the 13F portfolio, value $266,559.

    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 3,821 shares
    Change vs previous 13F +965 shares

    0.27% of the 13F portfolio, value $695,991.

    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 2,856 shares
    Change vs previous 13F -46 shares

    0.22% of the 13F portfolio, value $453,405.

    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 2,902 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $349,231.

    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).