Client First Capital LLC MEAR β€” ISHARES U S ETF TR

Ownership history in Client First Capital LLC  Β·  5 quarters on record

AI Ownership Summary

Client First Capital LLC reported ISHARES U S ETF TR (MEAR) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows MEAR at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Client First Capital LLC's position in ISHARES U S ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MEAR was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Client First Capital LLC held MEAR β€” position size vs. price
% of Fund (quarterly)    MEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 9,167 -8,681 -48.6% 0.20% $461K 2026-04-27 $50.26
2025 Q4 ADDED β€” β€” β€” 17,848 +9,044 +102.7% 0.38% $898K 2026-01-26 $50.01
2025 Q3 REDUCED 42.5% +0.6% ❌ 8,804 -6,509 -42.5% 0.20% $445K 2025-11-05 $49.63
2025 Q2 ADDED β€” β€” β€” 15,313 +1,470 +10.6% 0.36% $770K 2025-08-08 $49.32
2025 Q1 INITIATED β€” β€” β€” 13,843 β€” β€” 0.36% $695K 2025-04-30 $48.57

FAQ About Client First Capital LLC and MEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Client First Capital LLC reported owning MEAR?

Client First Capital LLC reported MEAR across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported MEAR position in Client First Capital LLC's portfolio?

The largest reported portfolio weight for MEAR was 0.38% in 2025 Q4.

What is the latest reported MEAR position on this page?

The most recent filing on this page is 2026 Q1, when Client First Capital LLC reported 9,167 shares, equal to 0.20% of portfolio, with an estimated market value of $461K.

What does the chart on this MEAR ownership page compare?

The chart compares Client First Capital LLC's quarterly MEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Client First Capital LLC time their MEAR position?

Based on 13F filing dates vs. subsequent MEAR price moves, Client First Capital LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MEAR relative to SPY over the holding period was -20.8%.

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