PRIVATE CLIENT SERVICES, LLC

Position in PTC — Ptc Inc.

CIK 1457005 LOUISVILLE, KY

Position in PTC

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$1,221,648

New position

Shares Held

10,753

first reported quarter

Ownership

0.010%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#289

of 677 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PRIVATE CLIENT SERVICES, LLC holds $1,877,865 across 3 Software - Application names. PTC ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTC	Ptc Inc. This page	10,753	$1,221,648
2	PEGA	Pegasystems Inc	14,476	$433,845
3	INTU	Intuit Inc.	852	$222,372

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,221,648	10,753	—	Shares	Sole	2026-07-06
No filing history on record for this holder in this stock.