Client First Investment Management LLC: XLP position timeline

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

Client First Investment Management LLC held 0 XLP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -68,738 shares
13F-HR 0002085853-26-000661 filed by Client First Investment Management LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 68,738 shares
Change vs previous 13F not available
2.93% of the 13F portfolio, value $5,635,141.
13F-HR 0002085853-26-000350 filed by Client First Investment Management LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).