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CLIENT 1ST ADVISORY GROUP, LLC: DFSV position timeline

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

CLIENT 1ST ADVISORY GROUP, LLC held 185,408 DFSV 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 185,408 shares
    Change vs previous 13F +14,891 shares

    1.93% of the 13F portfolio, value $7,191,976.

    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 170,517 shares
    Change vs previous 13F +29,504 shares

    1.82% of the 13F portfolio, value $5,974,916.

    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 141,013 shares
    Change vs previous 13F +20,471 shares

    1.45% of the 13F portfolio, value $4,637,918.

    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 120,542 shares
    Change vs previous 13F +25,911 shares

    1.27% of the 13F portfolio, value $3,838,057.

    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 94,631 shares
    Change vs previous 13F +11,026 shares

    1.01% of the 13F portfolio, value $2,784,990.

    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 83,605 shares
    Change vs previous 13F +36,139 shares

    0.92% of the 13F portfolio, value $2,353,481.

    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 47,466 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,461,003.

    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).