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CFS Investment Advisory Services, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on AGG, newest first. How the timeline and the estimate are built.

CFS Investment Advisory Services, LLC held 87,256 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,256 shares
    Change vs previous 13F -5,560 shares

    0.57% of the 13F portfolio, value $8,604,314.

    13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 92,816 shares
    Change vs previous 13F -18,056 shares

    0.64% of the 13F portfolio, value $9,267,678.

    13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 110,872 shares
    Change vs previous 13F +8,279 shares

    0.81% of the 13F portfolio, value $11,073,895.

    13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 102,593 shares
    Change vs previous 13F +7,034 shares

    0.77% of the 13F portfolio, value $10,376,256.

    13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,559 shares
    Change vs previous 13F +7,064 shares

    0.78% of the 13F portfolio, value $9,479,000.

    13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 88,495 shares
    Change vs previous 13F +3,001 shares

    0.78% of the 13F portfolio, value $8,754,000.

    13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,494 shares
    Change vs previous 13F +12,584 shares

    0.74% of the 13F portfolio, value $8,284,000.

    13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 72,910 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,384,000.

    13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).