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Disclosery

PRIVATE CLIENT SERVICES, LLC: SGOV position timeline

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

PRIVATE CLIENT SERVICES, LLC held 8,714 SGOV 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 8,714 shares
    Change vs previous 13F -19,693 shares

    0.24% of the 13F portfolio, value $877,337.

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

  2. period ended2026-06-30
    13F 28,407 shares
    Change vs previous 13F -6,614 shares

    0.75% of the 13F portfolio, value $2,859,782.

    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 35,021 shares
    Change vs previous 13F +27,269 shares

    1.05% of the 13F portfolio, value $3,525,192.

    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 7,752 shares
    Change vs previous 13F +1,685 shares

    0.24% of the 13F portfolio, value $778,122.

    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 6,067 shares
    Change vs previous 13F +1,989 shares

    0.2% of the 13F portfolio, value $610,909.

    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 4,078 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $410,569.

    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).