CFS Investment Advisory Services, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on CL, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 11,790 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 11,790 sharesChange vs previous 13F -214 shares
0.07% of the 13F portfolio, value $1,121,583.
13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,004 sharesChange vs previous 13F +201 shares
0.07% of the 13F portfolio, value $1,030,063.
13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,803 sharesChange vs previous 13F +948 shares
0.07% of the 13F portfolio, value $932,673.
13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,855 sharesChange vs previous 13F -213 shares
0.06% of the 13F portfolio, value $846,690.
13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,068 sharesChange vs previous 13F -1,070 shares
0.08% of the 13F portfolio, value $1,006,000.
13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,138 sharesChange vs previous 13F -976 shares
0.1% of the 13F portfolio, value $1,137,000.
13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,114 sharesChange vs previous 13F +1,203 shares
0.11% of the 13F portfolio, value $1,192,000.
13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,911 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $1,236,000.
13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).