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PRIVATE CLIENT SERVICES, LLC: QUAL position timeline

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

PRIVATE CLIENT SERVICES, LLC held 1,196 QUAL 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 1,196 shares
    Change vs previous 13F -11,387 shares

    0.07% of the 13F portfolio, value $265,799.

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

  2. period ended2026-06-30
    13F 12,583 shares
    Change vs previous 13F -682 shares

    0.72% of the 13F portfolio, value $2,761,088.

    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 13,265 shares
    Change vs previous 13F -82 shares

    0.76% of the 13F portfolio, value $2,544,360.

    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 13,347 shares
    Change vs previous 13F -325 shares

    0.83% of the 13F portfolio, value $2,650,981.

    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 13,672 shares
    Change vs previous 13F -57 shares

    0.89% of the 13F portfolio, value $2,659,204.

    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 13,729 shares
    Change vs previous 13F +347 shares

    0.98% of the 13F portfolio, value $2,509,936.

    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 13,382 shares
    Change vs previous 13F -261 shares

    1.13% of the 13F portfolio, value $2,286,850.

    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 13,643 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,429,545.

    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).