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PRIVATE CLIENT SERVICES, LLC: SCHP position timeline

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

PRIVATE CLIENT SERVICES, LLC held 129,481 SCHP 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 129,481 shares
    Change vs previous 13F -1,908 shares

    0.87% of the 13F portfolio, value $3,253,868.

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

  2. period ended2026-06-30
    13F 131,389 shares
    Change vs previous 13F -4,449 shares

    0.91% of the 13F portfolio, value $3,481,806.

    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 135,838 shares
    Change vs previous 13F +1,872 shares

    1.08% of the 13F portfolio, value $3,614,646.

    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 133,966 shares
    Change vs previous 13F +23,594 shares

    1.11% of the 13F portfolio, value $3,548,766.

    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 110,372 shares
    Change vs previous 13F +47,130 shares

    1% of the 13F portfolio, value $2,974,538.

    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 63,242 shares
    Change vs previous 13F +22,109 shares

    0.66% of the 13F portfolio, value $1,687,297.

    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 41,133 shares
    Change vs previous 13F +26,721 shares

    0.55% of the 13F portfolio, value $1,106,075.

    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 14,412 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $372,262.

    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).