Skip to content
Disclosery

CLIENT 1ST ADVISORY GROUP, LLC: DFCF position timeline

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

CLIENT 1ST ADVISORY GROUP, LLC held 360,171 DFCF 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 360,171 shares
    Change vs previous 13F +10,415 shares

    4.08% of the 13F portfolio, value $15,202,819.

    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 349,756 shares
    Change vs previous 13F +962 shares

    4.49% of the 13F portfolio, value $14,766,695.

    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 348,794 shares
    Change vs previous 13F +1,623 shares

    4.65% of the 13F portfolio, value $14,844,679.

    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 347,171 shares
    Change vs previous 13F +7,749 shares

    4.93% of the 13F portfolio, value $14,845,041.

    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 339,422 shares
    Change vs previous 13F -2,204 shares

    5.2% of the 13F portfolio, value $14,343,955.

    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 341,626 shares
    Change vs previous 13F -12,542 shares

    5.59% of the 13F portfolio, value $14,368,792.

    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 354,168 shares
    Change vs previous 13F +14,061 shares

    5.62% of the 13F portfolio, value $14,616,519.

    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 340,107 shares
    Change vs previous 13F not available

    5.84% of the 13F portfolio, value $14,689,241.

    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).