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Client First Investment Management LLC: AVL position timeline

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

Client First Investment Management LLC held 0 AVL shares at 2025-12-31 per its 13F-HR filed 2026-02-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -40,375 shares

    13F-HR 0002085853-26-000223 filed by Client First Investment Management 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 ended2025-09-30
    13F 40,375 shares
    Change vs previous 13F +17,772 shares

    1.08% of the 13F portfolio, value $2,113,228.

    13F-HR 0002085853-25-000092 filed by Client First Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 22,603 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $879,483.

    13F-HR 0001667731-25-000749 filed by Client First Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).