Private Client Services, Llc

Business address
2225 Lexington Rd., Louisville, KY, 40206
Top securities (13F)
IVV, IEFA, SPY, VWO, OEF, HTRB, AGG, VO, BND, QQQ, IBHF, RLY, AAPL, COWG, VB, TUA, TLT, VTIP, NVDA, and MSFT
State of incorporation
KY
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Private Client Services, Llc has filed 24 SEC EDGAR filings since 01 Mar 2010

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-23555
13F-HR Open Document Open Filing 01 Jul 2025 30 Jun 2025 028-23555
13F-HR Open Document Open Filing 08 Apr 2025 31 Mar 2025 028-23555
X-17A-5 Open Document Open Filing 28 Feb 2025 31 Dec 2024 008-68183
13F-HR Open Document Open Filing 08 Jan 2025 31 Dec 2024 028-23555
13F-HR Open Document Open Filing 03 Oct 2024 30 Sep 2024 028-23555
13F-HR Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-23555
13F-HR Open Document Open Filing 10 May 2024 31 Mar 2024 028-23555
X-17A-5 Open Document Open Filing 28 Feb 2024 31 Dec 2023 008-68183
13F-HR Open Document Open Filing 30 Jan 2024 31 Dec 2023 028-23555
X-17A-5 Open Document Open Filing 27 Feb 2023 31 Dec 2022 008-68183
X-17A-5 Open Document Open Filing 28 Feb 2022 31 Dec 2021 008-68183
X-17A-5 Open Document Open Filing 01 Mar 2021 31 Dec 2020 008-68183
X-17A-5 Open Document Open Filing 28 Feb 2020 31 Dec 2019 008-68183
X-17A-5 Open Document Open Filing 27 Feb 2019 31 Dec 2018 008-68183
X-17A-5 Open Document Open Filing 28 Feb 2018 31 Dec 2017 008-68183
X-17A-5 Open Document Open Filing 28 Feb 2017 31 Dec 2016 008-68183
X-17A-5 Open Document Open Filing 26 Feb 2016 31 Dec 2015 008-68183
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 26 Feb 2015 31 Dec 2014 008-68183
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 28 Feb 2014 31 Dec 2013 008-68183