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CLIENT 1ST ADVISORY GROUP, LLC: DFEM position timeline

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

CLIENT 1ST ADVISORY GROUP, LLC held 230,175 DFEM 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 230,175 shares
    Change vs previous 13F -1,237 shares

    2.51% of the 13F portfolio, value $9,354,319.

    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 231,412 shares
    Change vs previous 13F +28,072 shares

    2.43% of the 13F portfolio, value $7,995,284.

    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 203,340 shares
    Change vs previous 13F -3,259 shares

    2.11% of the 13F portfolio, value $6,726,483.

    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 206,599 shares
    Change vs previous 13F -5,806 shares

    2.2% of the 13F portfolio, value $6,625,645.

    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 212,405 shares
    Change vs previous 13F -12,222 shares

    2.29% of the 13F portfolio, value $6,304,178.

    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 224,627 shares
    Change vs previous 13F -6,715 shares

    2.31% of the 13F portfolio, value $5,943,623.

    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 231,342 shares
    Change vs previous 13F +2,452 shares

    2.33% of the 13F portfolio, value $6,058,851.

    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 228,890 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $6,443,260.

    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).