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CLIENT 1ST ADVISORY GROUP, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on DFAC, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 1,161,033 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,161,033 shares
    Change vs previous 13F -14,314 shares

    13.83% of the 13F portfolio, value $51,503,412.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,175,347 shares
    Change vs previous 13F +1,263 shares

    13.89% of the 13F portfolio, value $45,673,986.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,174,084 shares
    Change vs previous 13F -16,939 shares

    14.57% of the 13F portfolio, value $46,481,986.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,191,023 shares
    Change vs previous 13F -23,491 shares

    15.24% of the 13F portfolio, value $45,937,768.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,214,514 shares
    Change vs previous 13F -84,901 shares

    15.79% of the 13F portfolio, value $43,528,177.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,299,415 shares
    Change vs previous 13F -20,213 shares

    16.68% of the 13F portfolio, value $42,867,711.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,319,628 shares
    Change vs previous 13F +2,699 shares

    17.56% of the 13F portfolio, value $45,645,921.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,316,929 shares
    Change vs previous 13F not available

    17.94% of the 13F portfolio, value $45,157,483.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).