Skip to content
Disclosery

CFS Investment Advisory Services, LLC: DFAT position timeline

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

CFS Investment Advisory Services, LLC held 47,719 DFAT 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 47,719 shares
    Change vs previous 13F -2,095 shares

    0.22% of the 13F portfolio, value $3,320,288.

    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 49,814 shares
    Change vs previous 13F -19,862 shares

    0.23% of the 13F portfolio, value $3,299,181.

    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 69,676 shares
    Change vs previous 13F -2,250 shares

    0.3% of the 13F portfolio, value $4,148,509.

    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 71,926 shares
    Change vs previous 13F -12,647 shares

    0.31% of the 13F portfolio, value $4,193,286.

    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 84,573 shares
    Change vs previous 13F -2,374 shares

    0.37% of the 13F portfolio, value $4,564,000.

    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 86,947 shares
    Change vs previous 13F -4,080 shares

    0.4% of the 13F portfolio, value $4,477,000.

    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 91,027 shares
    Change vs previous 13F -3,353 shares

    0.45% of the 13F portfolio, value $5,067,000.

    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 94,380 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,250,000.

    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).