Filer · Institutional
Clientfirst Wealth Management,LLC
CIK 0001915494TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 9
Q2 202613F-HR
0001915494-26-000004 · filed 2026-07-30
53
positions
Q1 202613F-HR
0001915494-26-000002 · filed 2026-05-01
50
positions
Q4 202513F-HR
0001915494-26-000001 · filed 2026-02-06
50
positions
Q3 202513F-HR
0001915494-25-000002 · filed 2025-11-13
48
positions
Q2 202513F-HR
0001085146-25-005234 · filed 2025-08-14
48
positions
Q1 202513F-HR
0001085146-25-002507 · filed 2025-05-01
46
positions
Q4 202413F-HR
0001085146-25-000541 · filed 2025-01-28
47
positions
Q3 202313F-HR
0001085146-23-004185 · filed 2023-11-08
32
positions
Q2 202313F-HR
0001085146-23-002774 · filed 2023-07-20
32
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.