SEC Form 13F · Q3 2026

PRIVATE CLIENT SERVICES, LLC

Institutional Holdings Report

13F-HRKY
$372.2M
Portfolio Value
232
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
PRIVATE CLIENT SERVICES, LLC
CIK
1457005
Accession No.
0001457005-26-000006
Location
LOUISVILLE, KY
Form Type
13F-HR
Portfolio Value
$372.2M
Holdings Reported
232
Reporting Period
Q3 2026
Filed
October 2, 2026

About this Filing

PRIVATE CLIENT SERVICES, LLC is an institutional investment manager based in LOUISVILLE, KY reporting approximately $372.2M in 13(f) securities across 232 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.