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Client First Investment Management LLC: PULS position timeline

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

Client First Investment Management LLC held 77,792 PULS 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 77,792 shares
    Change vs previous 13F -68,412 shares

    1.83% of the 13F portfolio, value $3,847,598.

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

  2. period ended2026-06-30
    13F 146,204 shares
    Change vs previous 13F -15,676 shares

    3.05% of the 13F portfolio, value $7,244,408.

    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 161,880 shares
    Change vs previous 13F +161,880 shares

    4.17% of the 13F portfolio, value $8,013,060.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -10,728 shares

    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).

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

  5. period ended2025-03-31
    13F 10,728 shares
    Change vs previous 13F -3,570 shares

    0.36% of the 13F portfolio, value $533,484.

    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 14,298 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $708,444.

    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).