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Disclosery

PRIVATE CLIENT SERVICES, LLC: PTC position timeline

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

PRIVATE CLIENT SERVICES, LLC held 10,833 PTC 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 10,833 shares
    Change vs previous 13F +80 shares

    0.41% of the 13F portfolio, value $1,519,870.

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

  2. period ended2026-06-30
    13F 10,753 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,221,648.

    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).