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Manager record

Client First Investment Management LLC

West Bend, WI · CIK 2018284 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$210.09MReported 13F valueQ3 2026 · as filed
24Holdings listed
-11.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $163.0M$163.0MQ2 202526 holdingsQ3 2025: $196.0M$196.0MQ3 202539 holdingsQ4 2025: $190.7M$190.7MQ4 202530 holdingsQ1 2026: $192.4M$192.4MQ1 202616 holdingsQ2 2026: $237.3M$237.3MQ2 202628 holdingsQ3 2026: $210.1M$210.1MQ3 202624 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$210.09M · 24 holdings listed · View original SEC filing ↗
Jul 09 2026 13F-HR · period Q2 2026

$237.29M · 28 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$192.37M · 16 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$190.66M · 30 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$196.04M · 39 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$163.02M · 26 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology