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Disclosery

Client First Investment Management LLC: SSO position timeline

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

Client First Investment Management LLC held 387,544 SSO 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 387,544 shares
    Change vs previous 13F -157,007 shares

    12.79% of the 13F portfolio, value $26,868,395.

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

  2. period ended2026-06-30
    13F 544,551 shares
    Change vs previous 13F +426,494 shares

    15.46% of the 13F portfolio, value $36,691,846.

    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 118,057 shares
    Change vs previous 13F -422,004 shares

    3.18% of the 13F portfolio, value $6,124,797.

    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 540,061 shares
    Change vs previous 13F +449,066 shares

    16.41% of the 13F portfolio, value $31,280,333.

    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 90,995 shares
    Change vs previous 13F -52,555 shares

    5.2% of the 13F portfolio, value $10,203,269.

    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 143,550 shares
    Change vs previous 13F +143,550 shares

    8.6% of the 13F portfolio, value $14,027,706.

    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 0 shares
    Change vs previous 13F -388,008 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.

  8. period ended2024-12-31
    13F 388,008 shares
    Change vs previous 13F not available

    23.07% of the 13F portfolio, value $35,894,620.

    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).