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CLIENT 1ST ADVISORY GROUP, LLC: DFSD position timeline

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

CLIENT 1ST ADVISORY GROUP, LLC held 301,973 DFSD 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 301,973 shares
    Change vs previous 13F +5,365 shares

    3.87% of the 13F portfolio, value $14,419,229.

    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 296,608 shares
    Change vs previous 13F +1,799 shares

    4.32% of the 13F portfolio, value $14,201,598.

    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 294,809 shares
    Change vs previous 13F +3,217 shares

    4.43% of the 13F portfolio, value $14,136,074.

    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 291,592 shares
    Change vs previous 13F +5,726 shares

    4.66% of the 13F portfolio, value $14,051,810.

    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 285,866 shares
    Change vs previous 13F -4,422 shares

    4.98% of the 13F portfolio, value $13,724,443.

    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 290,288 shares
    Change vs previous 13F -2,070 shares

    5.37% of the 13F portfolio, value $13,794,477.

    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 292,358 shares
    Change vs previous 13F +18,672 shares

    5.27% of the 13F portfolio, value $13,705,743.

    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 273,686 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $13,065,766.

    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).