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CFS Investment Advisory Services, LLC: BRTR position timeline

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

CFS Investment Advisory Services, LLC held 325,235 BRTR 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 325,235 shares
    Change vs previous 13F +33,497 shares

    1.09% of the 13F portfolio, value $16,287,769.

    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 291,738 shares
    Change vs previous 13F +11,332 shares

    1.02% of the 13F portfolio, value $14,782,364.

    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 280,406 shares
    Change vs previous 13F +6,251 shares

    1.04% of the 13F portfolio, value $14,237,587.

    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 274,155 shares
    Change vs previous 13F -27,370 shares

    1.05% of the 13F portfolio, value $14,117,393.

    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 301,525 shares
    Change vs previous 13F +8,584 shares

    1.25% of the 13F portfolio, value $15,238,000.

    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 292,941 shares
    Change vs previous 13F +53,154 shares

    1.31% of the 13F portfolio, value $14,753,000.

    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 239,787 shares
    Change vs previous 13F +39,644 shares

    1.06% of the 13F portfolio, value $11,826,000.

    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 200,143 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $10,447,000.

    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).