Skip to content

Client First Capital LLC: SMAX position timeline

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

Client First Capital LLC held 143,897 SMAX 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 143,897 shares
    Change vs previous 13F -1,423 shares

    1.62% of the 13F portfolio, value $4,009,692.

    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 145,320 shares
    Change vs previous 13F -42,147 shares

    1.71% of the 13F portfolio, value $3,897,800.

    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 187,467 shares
    Change vs previous 13F +328 shares

    2.16% of the 13F portfolio, value $5,053,260.

    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 187,139 shares
    Change vs previous 13F +113 shares

    2.23% of the 13F portfolio, value $5,011,595.

    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 187,026 shares
    Change vs previous 13F +89 shares

    2.29% of the 13F portfolio, value $4,870,169.

    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 186,937 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $4,680,914.

    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).