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Disclosery

PRIVATE CLIENT SERVICES, LLC: SPY position timeline

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

PRIVATE CLIENT SERVICES, LLC held 8,899 SPY 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 8,899 shares
    Change vs previous 13F -3,035 shares

    1.82% of the 13F portfolio, value $6,786,379.

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

  2. period ended2026-06-30
    13F 11,934 shares
    Change vs previous 13F -1,746 shares

    2.34% of the 13F portfolio, value $8,912,113.

    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 13,680 shares
    Change vs previous 13F -3,196 shares

    2.66% of the 13F portfolio, value $8,896,624.

    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 16,876 shares
    Change vs previous 13F +274 shares

    3.6% of the 13F portfolio, value $11,507,911.

    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 16,602 shares
    Change vs previous 13F +4,124 shares

    3.7% of the 13F portfolio, value $11,060,150.

    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 12,478 shares
    Change vs previous 13F +1,583 shares

    3% of the 13F portfolio, value $7,709,825.

    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 10,895 shares
    Change vs previous 13F -1,321 shares

    3.01% of the 13F portfolio, value $6,094,293.

    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 12,216 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $7,159,299.

    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).