Skip to content
Disclosery

CLIENT 1ST ADVISORY GROUP, LLC: IFRA position timeline

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

CLIENT 1ST ADVISORY GROUP, LLC held 42,545 IFRA 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 42,545 shares
    Change vs previous 13F +3,261 shares

    0.72% of the 13F portfolio, value $2,682,014.

    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 39,284 shares
    Change vs previous 13F +6,011 shares

    0.68% of the 13F portfolio, value $2,247,044.

    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 33,273 shares
    Change vs previous 13F +2,275 shares

    0.55% of the 13F portfolio, value $1,750,839.

    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 30,998 shares
    Change vs previous 13F +4,391 shares

    0.54% of the 13F portfolio, value $1,637,321.

    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 26,607 shares
    Change vs previous 13F +1,442 shares

    0.47% of the 13F portfolio, value $1,308,790.

    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 25,165 shares
    Change vs previous 13F +4,732 shares

    0.44% of the 13F portfolio, value $1,134,175.

    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 20,433 shares
    Change vs previous 13F +7,604 shares

    0.36% of the 13F portfolio, value $945,825.

    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 12,829 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $602,562.

    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).