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CFS Investment Advisory Services, LLC: DFIC position timeline

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

CFS Investment Advisory Services, LLC held 71,290 DFIC 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 71,290 shares
    Change vs previous 13F -4,945 shares

    0.18% of the 13F portfolio, value $2,681,217.

    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 76,235 shares
    Change vs previous 13F -9,391 shares

    0.2% of the 13F portfolio, value $2,895,405.

    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 85,626 shares
    Change vs previous 13F +79 shares

    0.22% of the 13F portfolio, value $2,950,672.

    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 85,547 shares
    Change vs previous 13F -1,970 shares

    0.21% of the 13F portfolio, value $2,837,594.

    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 87,517 shares
    Change vs previous 13F -353 shares

    0.22% of the 13F portfolio, value $2,721,000.

    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 87,870 shares
    Change vs previous 13F -3,973 shares

    0.22% of the 13F portfolio, value $2,440,000.

    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 91,843 shares
    Change vs previous 13F -4,026 shares

    0.21% of the 13F portfolio, value $2,374,000.

    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 95,869 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,698,000.

    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).