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Disclosery

Client First Investment Management LLC: BOXX position timeline

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

Client First Investment Management LLC held 44,354 BOXX 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 44,354 shares
    Change vs previous 13F -109,844 shares

    2.5% of the 13F portfolio, value $5,251,099.

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

  2. period ended2026-06-30
    13F 154,198 shares
    Change vs previous 13F -252,668 shares

    7.61% of the 13F portfolio, value $18,055,044.

    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 406,866 shares
    Change vs previous 13F +267,109 shares

    24.6% of the 13F portfolio, value $47,314,447.

    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 139,757 shares
    Change vs previous 13F -24,456 shares

    8.44% of the 13F portfolio, value $16,086,031.

    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 164,213 shares
    Change vs previous 13F -73,909 shares

    9.54% of the 13F portfolio, value $18,697,292.

    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 238,122 shares
    Change vs previous 13F -80,663 shares

    16.46% of the 13F portfolio, value $26,831,587.

    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 318,785 shares
    Change vs previous 13F +262,731 shares

    24.1% of the 13F portfolio, value $35,541,340.

    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 56,054 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $6,181,635.

    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).