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Disclosery

PRIVATE CLIENT SERVICES, LLC: XLE position timeline

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

PRIVATE CLIENT SERVICES, LLC held 20,402 XLE 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 20,402 shares
    Change vs previous 13F +3,104 shares

    0.34% of the 13F portfolio, value $1,254,723.

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

  2. period ended2026-06-30
    13F 17,298 shares
    Change vs previous 13F +6,340 shares

    0.24% of the 13F portfolio, value $918,720.

    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 10,958 shares
    Change vs previous 13F +2,365 shares

    0.2% of the 13F portfolio, value $671,301.

    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 8,593 shares
    Change vs previous 13F +3,888 shares

    0.12% of the 13F portfolio, value $384,207.

    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 4,705 shares
    Change vs previous 13F -1,465 shares

    0.14% of the 13F portfolio, value $420,341.

    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 6,170 shares
    Change vs previous 13F +1,158 shares

    0.2% of the 13F portfolio, value $523,267.

    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 5,012 shares
    Change vs previous 13F -478 shares

    0.23% of the 13F portfolio, value $468,331.

    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 5,490 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $470,256.

    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).