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Disclosery

PRIVATE CLIENT SERVICES, LLC: USRT position timeline

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

PRIVATE CLIENT SERVICES, LLC held 44,687 USRT 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 44,687 shares
    Change vs previous 13F -1,822 shares

    0.74% of the 13F portfolio, value $2,751,798.

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

  2. period ended2026-06-30
    13F 46,509 shares
    Change vs previous 13F -8,423 shares

    0.81% of the 13F portfolio, value $3,090,539.

    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 54,932 shares
    Change vs previous 13F +721 shares

    0.97% of the 13F portfolio, value $3,251,419.

    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 54,211 shares
    Change vs previous 13F +9,727 shares

    0.97% of the 13F portfolio, value $3,087,880.

    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 44,484 shares
    Change vs previous 13F +18,453 shares

    0.87% of the 13F portfolio, value $2,612,110.

    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 26,031 shares
    Change vs previous 13F +8,710 shares

    0.57% of the 13F portfolio, value $1,472,297.

    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 17,321 shares
    Change vs previous 13F +7,509 shares

    0.49% of the 13F portfolio, value $997,699.

    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 9,812 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $562,345.

    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).