Client First Capital LLC has submitted its latest 13F-HR report, a quarterly filing that provides insights into its investment holdings as of September 30, 2026. This filing is significant as it reflects the company's ongoing strategies in asset management, offering a glimpse into its portfolio allocations and investment decisions.
Background
Client First Capital LLC is a California-based company focused on investment management. The firm operates under the category of institutional investment managers and is required to file Form 13F to disclose its equity holdings. Recent filings include a 13F-HR submitted on October 22, 2026, and prior filings on August 6, 2026, and July 13, 2026.
What the Filing Says
The 13F-HR filing, accession number 0001822065-26-000006, was accepted on October 22, 2026. It covers the period ending September 30, 2026. The filing indicates that Client First Capital continues to comply with regulatory requirements by disclosing its investment strategies and holdings.
Impact
This filing may affect various stakeholders in the investment management industry, including competitors and potential investors. By revealing its holdings, Client First Capital allows other firms to analyze its investment strategies and potentially adjust their own approaches in response.
What's Next
The filing does not say what happens next.
Filing Details
The filing was made on October 22, 2026, and accepted the same day at 16:14:18. It covers the period ending September 30, 2026, and includes two documents: the primary document and an information table.
Company Information
Client First Capital LLC is registered under the Central Index Key (CIK) number 0001822065 and has an Employer Identification Number (EIN) of 833427824. The firm is incorporated in California and has a fiscal year ending on December 31.
Contact Information
The business address for Client First Capital LLC is 4075 Park Blvd., Suite 102-400, San Diego, CA 92103. The contact number provided is 858-324-4747.
Document Formats
The filing includes multiple document formats, such as primary document files in HTML and XML formats, as well as an information table detailing the firm's holdings.
Missing Information
The filing does not provide specific details about the individual securities held, their values, or the overall investment strategy employed by Client First Capital LLC during the reporting period.