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Disclosery

PRIVATE CLIENT SERVICES, LLC: XLSR position timeline

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

PRIVATE CLIENT SERVICES, LLC held 4,019 XLSR 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 4,019 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $266,887.

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

  2. period ended2026-06-30
    13F 4,016 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $260,464.

    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 4,013 shares
    Change vs previous 13F -146 shares

    0.07% of the 13F portfolio, value $231,728.

    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 4,159 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $259,174.

    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 4,194 shares
    Change vs previous 13F -1,596 shares

    0.08% of the 13F portfolio, value $250,011.

    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 5,790 shares
    Change vs previous 13F -1,034 shares

    0.12% of the 13F portfolio, value $317,979.

    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 6,824 shares
    Change vs previous 13F +249 shares

    0.17% of the 13F portfolio, value $346,438.

    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 6,575 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $351,382.

    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).