PRIVATE CLIENT SERVICES, LLC

Position in SEZL — Sezzle Inc.

CIK 1457005 LOUISVILLE, KY

Position in SEZL

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

Position Value

$624,389

-$24,143 QoQ

Shares Held

3,638

-64.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#158

of 323 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRIVATE CLIENT SERVICES, LLC holds $1,892,678 across 3 Credit Services names. SEZL ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,291	$786,019
2	SEZL	Sezzle Inc. This page	3,638	$624,389
3	MA	Mastercard Inc	939	$482,270

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$624,389	3,638	-64.5%	Shares	Sole	2026-07-06
2026-03-31	$648,532	10,247	—	Shares	Sole	2026-04-06
No filing history on record for this holder in this stock.