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Disclosery

Client First Capital LLC: XLE position timeline

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

Client First Capital LLC held 0 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -32,033 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 32,033 shares
    Change vs previous 13F +1,152 shares

    1.53% of the 13F portfolio, value $2,993,476.

    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).

  3. period ended2024-12-31
    13F 30,881 shares
    Change vs previous 13F +3,600 shares

    1.36% of the 13F portfolio, value $2,645,287.

    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).

  4. period ended2024-09-30
    13F 27,281 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $2,395,228.

    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).