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Client First Investment Management LLC: USD position timeline

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

Client First Investment Management LLC held 0 USD 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 0 shares
    Change vs previous 13F -10,756 shares

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

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

  2. period ended2026-06-30
    13F 10,756 shares
    Change vs previous 13F +10,756 shares

    0.47% of the 13F portfolio, value $1,121,421.

    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 -97,016 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 97,016 shares
    Change vs previous 13F -14,567 shares

    2.67% of the 13F portfolio, value $5,094,310.

    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 111,583 shares
    Change vs previous 13F -5,719 shares

    5.64% of the 13F portfolio, value $11,048,949.

    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 117,302 shares
    Change vs previous 13F +117,302 shares

    5.32% of the 13F portfolio, value $8,680,348.

    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 -69,012 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 69,012 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $4,495,442.

    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).