PRIVATE CLIENT SERVICES, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 372,240
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/2/2026 | 232 | 372,240 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q2 2026 | 7/6/2026 | 229 | 381,404 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q1 2026 | 4/6/2026 | 208 | 334,479 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q4 2025 | 1/7/2026 | 193 | 319,984 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q3 2025 | 10/14/2025 | 196 | 298,833 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q2 2025 | 7/1/2025 | 197 | 256,740 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110.6 K | 29.7% | 5.409 K | 0 | 5.409 K |
| ETFs | 257.7 K | 69.2% | 0 | 14.24 K | -14.24 K |
| Debt | 3.904 K | 1.0% | 0 | 326 | -326 |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/2/2026
Total value ($000)
372,240
Holdings
232
QoQ value change ($000)
-9,164
(-2.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.