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CFS Investment Advisory Services, LLC: DFAE position timeline

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

CFS Investment Advisory Services, LLC held 432,486 DFAE 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 432,486 shares
    Change vs previous 13F -2,104 shares

    1.12% of the 13F portfolio, value $16,797,756.

    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 434,590 shares
    Change vs previous 13F +3,173 shares

    1.13% of the 13F portfolio, value $16,453,577.

    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 431,417 shares
    Change vs previous 13F +15,109 shares

    1.03% of the 13F portfolio, value $14,051,252.

    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 416,308 shares
    Change vs previous 13F -11,263 shares

    1.01% of the 13F portfolio, value $13,546,662.

    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 427,571 shares
    Change vs previous 13F +3,872 shares

    1.01% of the 13F portfolio, value $12,378,000.

    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 423,699 shares
    Change vs previous 13F -8,691 shares

    0.98% of the 13F portfolio, value $10,970,000.

    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 432,390 shares
    Change vs previous 13F -1,064 shares

    0.98% of the 13F portfolio, value $10,970,000.

    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 433,454 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $11,881,000.

    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).