Skip to content
Disclosery

PRIVATE CLIENT SERVICES, LLC: VOE position timeline

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

PRIVATE CLIENT SERVICES, LLC held 3,275 VOE 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 3,275 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $640,433.

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

  2. period ended2026-06-30
    13F 3,271 shares
    Change vs previous 13F -74 shares

    0.17% of the 13F portfolio, value $646,331.

    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 3,345 shares
    Change vs previous 13F -12 shares

    0.18% of the 13F portfolio, value $616,441.

    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 3,357 shares
    Change vs previous 13F +44 shares

    0.19% of the 13F portfolio, value $595,450.

    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 3,313 shares
    Change vs previous 13F +1 shares

    0.19% of the 13F portfolio, value $578,314.

    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 3,312 shares
    Change vs previous 13F -33 shares

    0.21% of the 13F portfolio, value $544,682.

    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 3,345 shares
    Change vs previous 13F -2 shares

    0.27% of the 13F portfolio, value $536,941.

    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 3,347 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $541,382.

    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).