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CFS Investment Advisory Services, LLC: DFAI position timeline

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

CFS Investment Advisory Services, LLC held 280,164 DFAI 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 280,164 shares
    Change vs previous 13F +6,536 shares

    0.78% of the 13F portfolio, value $11,649,219.

    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 273,628 shares
    Change vs previous 13F +75,877 shares

    0.79% of the 13F portfolio, value $11,415,760.

    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 197,751 shares
    Change vs previous 13F +32,943 shares

    0.55% of the 13F portfolio, value $7,536,291.

    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 164,808 shares
    Change vs previous 13F +11,624 shares

    0.45% of the 13F portfolio, value $6,076,471.

    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 153,184 shares
    Change vs previous 13F +10,147 shares

    0.43% of the 13F portfolio, value $5,296,000.

    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 143,037 shares
    Change vs previous 13F +2,006 shares

    0.4% of the 13F portfolio, value $4,467,000.

    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 141,031 shares
    Change vs previous 13F -36 shares

    0.37% of the 13F portfolio, value $4,118,000.

    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 141,067 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,483,000.

    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).