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Disclosery

Client First Capital LLC: XLI position timeline

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

Client First Capital LLC held 38,009 XLI 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 38,009 shares
    Change vs previous 13F +74 shares

    2.84% of the 13F portfolio, value $7,040,482.

    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 37,935 shares
    Change vs previous 13F +37,935 shares

    2.7% of the 13F portfolio, value $6,135,183.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -33,019 shares

    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).

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

  4. period ended2024-12-31
    13F 33,019 shares
    Change vs previous 13F +3,295 shares

    2.24% of the 13F portfolio, value $4,350,586.

    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).

  5. period ended2024-09-30
    13F 29,724 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $4,025,842.

    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).