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Client First Investment Management LLC: BIL position timeline

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

Client First Investment Management LLC held 6,402 BIL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,402 shares
    Change vs previous 13F -131 shares

    0.28% of the 13F portfolio, value $586,666.

    13F-HR 0002085853-26-001133 filed by Client First Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,533 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $598,695.

    13F-HR 0002085853-26-000661 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 ended2026-03-31
    13F 6,535 shares
    Change vs previous 13F -632 shares

    0.31% of the 13F portfolio, value $598,891.

    13F-HR 0002085853-26-000350 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).

  4. period ended2025-12-31
    13F 7,167 shares
    Change vs previous 13F -319 shares

    0.34% of the 13F portfolio, value $654,905.

    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).

  5. period ended2025-09-30
    13F 7,486 shares
    Change vs previous 13F -1,350 shares

    0.35% of the 13F portfolio, value $686,802.

    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).

  6. period ended2025-06-30
    13F 8,836 shares
    Change vs previous 13F -165,584 shares

    0.5% of the 13F portfolio, value $810,517.

    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).

  7. period ended2025-03-31
    13F 174,420 shares
    Change vs previous 13F +155,694 shares

    10.85% of the 13F portfolio, value $15,999,516.

    13F-HR 0001667731-25-000424 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).

  8. period ended2024-12-31
    13F 18,726 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,712,107.

    13F-HR 0001667731-25-000030 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).