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Disclosery

Client First Capital LLC: XLP position timeline

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

Client First Capital LLC held 73,557 XLP 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 73,557 shares
    Change vs previous 13F -911 shares

    2.47% of the 13F portfolio, value $6,110,400.

    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 74,468 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,104,889.

    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).