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Client First Capital LLC: USFR position timeline

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

Client First Capital LLC held 458,302 USFR 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 458,302 shares
    Change vs previous 13F -10,281 shares

    9.31% of the 13F portfolio, value $23,075,494.

    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 468,583 shares
    Change vs previous 13F +17,215 shares

    10.37% of the 13F portfolio, value $23,588,449.

    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 451,368 shares
    Change vs previous 13F -53,714 shares

    9.7% of the 13F portfolio, value $22,712,818.

    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 505,082 shares
    Change vs previous 13F +89,751 shares

    11.31% of the 13F portfolio, value $25,390,469.

    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 415,331 shares
    Change vs previous 13F +405,331 shares

    9.81% of the 13F portfolio, value $20,895,283.

    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 10,000 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $503,300.

    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).