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Client First Capital LLC: SHV position timeline

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

Client First Capital LLC held 276,188 SHV 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 276,188 shares
    Change vs previous 13F -9,314 shares

    12.3% of the 13F portfolio, value $30,477,301.

    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 285,502 shares
    Change vs previous 13F -42,774 shares

    13.86% of the 13F portfolio, value $31,516,572.

    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 328,276 shares
    Change vs previous 13F -9,117 shares

    15.45% of the 13F portfolio, value $36,159,612.

    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 337,393 shares
    Change vs previous 13F -33,523 shares

    16.61% of the 13F portfolio, value $37,278,509.

    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 370,916 shares
    Change vs previous 13F +14,398 shares

    19.23% of the 13F portfolio, value $40,956,510.

    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 356,518 shares
    Change vs previous 13F +53,145 shares

    20.18% of the 13F portfolio, value $39,380,955.

    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 303,373 shares
    Change vs previous 13F -4,675 shares

    17.17% of the 13F portfolio, value $33,404,390.

    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 308,048 shares
    Change vs previous 13F not available

    18.84% of the 13F portfolio, value $34,079,334.

    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).