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Client First Capital LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Client First Capital LLC on IVV, newest first. How the timeline and the estimate are built.

Client First Capital LLC held 47,651 IVV 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 47,651 shares
    Change vs previous 13F -90 shares

    14.4% of the 13F portfolio, value $35,685,161.

    13F-HR 0001822065-26-000004 filed by Client First Capital 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 47,741 shares
    Change vs previous 13F +4,152 shares

    13.71% of the 13F portfolio, value $31,185,026.

    13F-HR 0001822065-26-000002 filed by Client First Capital 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 43,589 shares
    Change vs previous 13F +7,726 shares

    12.76% of the 13F portfolio, value $29,855,621.

    13F-HR 0001822065-26-000001 filed by Client First Capital 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 35,863 shares
    Change vs previous 13F -2,432 shares

    10.69% of the 13F portfolio, value $24,002,942.

    13F-HR 0001822065-25-000002 filed by Client First Capital 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 38,295 shares
    Change vs previous 13F -9,283 shares

    11.16% of the 13F portfolio, value $23,777,480.

    13F-HR 0001085146-25-004706 filed by Client First Capital 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 47,578 shares
    Change vs previous 13F +628 shares

    13.7% of the 13F portfolio, value $26,733,824.

    13F-HR 0001085146-25-002467 filed by Client First Capital 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 46,950 shares
    Change vs previous 13F +13,073 shares

    14.21% of the 13F portfolio, value $27,638,761.

    13F-HR 0001085146-25-000219 filed by Client First Capital 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 33,877 shares
    Change vs previous 13F not available

    10.8% of the 13F portfolio, value $19,541,081.

    13F-HR 0001085146-24-004902 filed by Client First Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).