Ownership history in PRIVATE CLIENT SERVICES, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in PACER FDS TR (COWG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 131,661 | -13,253 | -9.1% | 1.45% | $4.6M | $35.20 |
| 2025 Q3 | ADDED | 144,914 | +126,914 | +705.1% | 1.76% | $5.3M | $36.23 |
| 2025 Q2 | UNCHANGED | 18,000 | — | 0% | 0.25% | $632K | $35.00 |
| 2025 Q1 | UNCHANGED | 18,000 | — | 0% | 0.27% | $554K | $30.69 |
As of 2025 Q4 — sorted by position size