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Disclosery

Client First Investment Management LLC: FTSM position timeline

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

Client First Investment Management LLC held 0 FTSM shares at 2026-03-31 per its 13F-HR filed 2026-04-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,477 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.

  2. period ended2025-12-31
    13F 3,477 shares
    Change vs previous 13F -160 shares

    0.11% of the 13F portfolio, value $208,355.

    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).

  3. period ended2025-09-30
    13F 3,637 shares
    Change vs previous 13F -619 shares

    0.11% of the 13F portfolio, value $217,906.

    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).

  4. period ended2025-06-30
    13F 4,256 shares
    Change vs previous 13F -376 shares

    0.16% of the 13F portfolio, value $254,799.

    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).

  5. period ended2025-03-31
    13F 4,632 shares
    Change vs previous 13F -242 shares

    0.19% of the 13F portfolio, value $277,161.

    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).

  6. period ended2024-12-31
    13F 4,874 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $291,310.

    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).