Filer Snapshot

PRIVATE CLIENT SERVICES, LLC

CIK 0001457005. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

27

Latest Filing

06 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 06 Apr 2026 for CIK 0001457005.

View Source Filing
Business address
2225 Lexington Rd., Louisville, KY, 40206
Top securities (13F)
IVV, IEFA, VWO, IBHF, SPY, HTRB, VO, RLY, OEF, AGG, BND, QQQ, VB, AAPL, VTIP, TUA, ECOW, GJAN, NVDA, and JEPI
State of incorporation
KY
Fiscal year end
31 December

Filer intelligence

What SEC filings say about PRIVATE CLIENT SERVICES, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $334.48M across 208 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $35.64M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 208 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 06 Apr 2026

IVV

10.7%

Ishares Tr

$35.64M

IEFA

6.3%

Ishares Tr

$20.98M

VWO

3.2%

Vanguard Intl Equity Index F

$10.56M

IBHF

2.9%

Ishares Tr

$9.6M

SPY

2.7%

Spdr S&P 500 Etf Tr

$8.9M

Latest update

What changed recently for PRIVATE CLIENT SERVICES, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 06 Apr 2026.

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Benchmark Context

Benchmark context for this company

PRIVATE CLIENT SERVICES, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

PRIVATE CLIENT SERVICES, LLC has filed 27 SEC EDGAR filings since 01 Mar 2010. Common forms include 13F-HR, X-17A-5.

PRIVATE CLIENT SERVICES, LLC SEC filings PRIVATE CLIENT SERVICES, LLC 13F portfolio

Latest Filings

Recent SEC filings for PRIVATE CLIENT SERVICES, LLC with direct links to document and filing folders.

13F-HR File 028-23555

13F-HR filing

Filing date
06 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
27 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23555

13F-HR filing

Filing date
07 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-23555

13F-HR filing

Filing date
14 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-23555

13F-HR filing

Filing date
01 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-23555

13F-HR filing

Filing date
08 Apr 2025
Reporting date
31 Mar 2025
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2025
Reporting date
31 Dec 2024
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13F-HR File 028-23555

13F-HR filing

Filing date
08 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-23555

13F-HR filing

Filing date
03 Oct 2024
Reporting date
30 Sep 2024
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13F-HR File 028-23555

13F-HR filing

Filing date
29 Jul 2024
Reporting date
30 Jun 2024
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13F-HR File 028-23555

13F-HR filing

Filing date
10 May 2024
Reporting date
31 Mar 2024
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2024
Reporting date
31 Dec 2023
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13F-HR File 028-23555

13F-HR filing

Filing date
30 Jan 2024
Reporting date
31 Dec 2023
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
27 Feb 2023
Reporting date
31 Dec 2022
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2022
Reporting date
31 Dec 2021
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
01 Mar 2021
Reporting date
31 Dec 2020
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2020
Reporting date
31 Dec 2019
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
27 Feb 2019
Reporting date
31 Dec 2018
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
28 Feb 2017
Reporting date
31 Dec 2016
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X-17A-5 File 008-68183

X-17A-5 filing

Filing date
26 Feb 2016
Reporting date
31 Dec 2015
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
26 Feb 2015
Reporting date
31 Dec 2014
SEC evidence
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
28 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
26 Feb 2013
Reporting date
31 Dec 2012
SEC evidence
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
29 Feb 2012
Reporting date
31 Dec 2011
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
28 Feb 2011
Reporting date
31 Dec 2010
SEC evidence
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X-17A-5 File 008-68183

AUTO-GENERATED PAPER DOCUMENT

Filing date
01 Mar 2010
Reporting date
31 Dec 2009
SEC evidence
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About this filer

PRIVATE CLIENT SERVICES, LLC files with the SEC under CIK 0001457005. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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