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Disclosery

Client First Investment Management LLC: FLRT position timeline

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

Client First Investment Management LLC held 211,623 FLRT 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 211,623 shares
    Change vs previous 13F +135,882 shares

    4.68% of the 13F portfolio, value $9,827,761.

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

  2. period ended2026-06-30
    13F 75,741 shares
    Change vs previous 13F +75,741 shares

    1.49% of the 13F portfolio, value $3,531,803.

    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 0 shares
    Change vs previous 13F -11,432 shares

    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).

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

  4. period ended2025-12-31
    13F 11,432 shares
    Change vs previous 13F -89 shares

    0.28% of the 13F portfolio, value $538,848.

    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 11,521 shares
    Change vs previous 13F +11,521 shares

    0.28% of the 13F portfolio, value $545,980.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -135,946 shares

    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).

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

  7. period ended2024-12-31
    13F 135,946 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $6,462,873.

    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).