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PRIVATE CLIENT SERVICES, LLC: QYLD position timeline

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

PRIVATE CLIENT SERVICES, LLC held 13,066 QYLD 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 13,066 shares
    Change vs previous 13F +190 shares

    0.07% of the 13F portfolio, value $242,376.

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

  2. period ended2026-06-30
    13F 12,876 shares
    Change vs previous 13F -1,205 shares

    0.06% of the 13F portfolio, value $237,313.

    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 14,081 shares
    Change vs previous 13F +845 shares

    0.07% of the 13F portfolio, value $241,497.

    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 13,236 shares
    Change vs previous 13F -2,452 shares

    0.07% of the 13F portfolio, value $233,885.

    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 15,688 shares
    Change vs previous 13F +2,765 shares

    0.09% of the 13F portfolio, value $266,849.

    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 12,923 shares
    Change vs previous 13F +608 shares

    0.08% of the 13F portfolio, value $216,070.

    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 12,315 shares
    Change vs previous 13F +1,217 shares

    0.1% of the 13F portfolio, value $204,800.

    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 11,098 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $202,212.

    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).