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Disclosery

PRIVATE CLIENT SERVICES, LLC: TUA position timeline

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

PRIVATE CLIENT SERVICES, LLC held 133,354 TUA 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 133,354 shares
    Change vs previous 13F +896 shares

    0.68% of the 13F portfolio, value $2,539,060.

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

  2. period ended2026-06-30
    13F 132,458 shares
    Change vs previous 13F -66,654 shares

    0.71% of the 13F portfolio, value $2,705,455.

    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 199,112 shares
    Change vs previous 13F -9,082 shares

    1.26% of the 13F portfolio, value $4,201,263.

    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 208,194 shares
    Change vs previous 13F +10,679 shares

    1.43% of the 13F portfolio, value $4,560,073.

    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 197,515 shares
    Change vs previous 13F +183,461 shares

    1.45% of the 13F portfolio, value $4,319,653.

    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 14,054 shares
    Change vs previous 13F -1,088 shares

    0.12% of the 13F portfolio, value $309,610.

    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 15,142 shares
    Change vs previous 13F -168,523 shares

    0.16% of the 13F portfolio, value $332,670.

    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 183,665 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $3,897,371.

    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).