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Disclosery

PRIVATE CLIENT SERVICES, LLC: XLF position timeline

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

PRIVATE CLIENT SERVICES, LLC held 5,590 XLF 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 5,590 shares
    Change vs previous 13F +5,590 shares

    0.08% of the 13F portfolio, value $298,502.

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

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -4,194 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 4,194 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $219,647.

    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).