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Client First Capital LLC: XLC position timeline

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

Client First Capital LLC held 60,325 XLC 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 60,325 shares
    Change vs previous 13F -6 shares

    2.61% of the 13F portfolio, value $6,462,603.

    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 60,331 shares
    Change vs previous 13F -26,475 shares

    2.94% of the 13F portfolio, value $6,688,276.

    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 86,806 shares
    Change vs previous 13F +2,900 shares

    4.37% of the 13F portfolio, value $10,218,783.

    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 83,906 shares
    Change vs previous 13F -6,262 shares

    4.42% of the 13F portfolio, value $9,931,949.

    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 90,168 shares
    Change vs previous 13F +1,073 shares

    4.59% of the 13F portfolio, value $9,785,915.

    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 89,095 shares
    Change vs previous 13F -4,259 shares

    4.4% of the 13F portfolio, value $8,593,187.

    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 93,354 shares
    Change vs previous 13F +6,814 shares

    4.65% of the 13F portfolio, value $9,037,555.

    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 86,540 shares
    Change vs previous 13F not available

    4.32% of the 13F portfolio, value $7,823,244.

    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).