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Disclosery

PRIVATE CLIENT SERVICES, LLC: SOXL position timeline

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

PRIVATE CLIENT SERVICES, LLC held 10,324 SOXL 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 10,324 shares
    Change vs previous 13F +2,393 shares

    0.41% of the 13F portfolio, value $1,526,547.

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

  2. period ended2026-06-30
    13F 7,931 shares
    Change vs previous 13F -5,944 shares

    0.55% of the 13F portfolio, value $2,115,303.

    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 13,875 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $664,751.

    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).