Skip to content
Disclosery

CFS Investment Advisory Services, LLC: DFIP position timeline

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

CFS Investment Advisory Services, LLC held 57,729 DFIP 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 57,729 shares
    Change vs previous 13F +1,153 shares

    0.16% of the 13F portfolio, value $2,381,610.

    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 56,576 shares
    Change vs previous 13F +2,635 shares

    0.16% of the 13F portfolio, value $2,385,810.

    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 53,941 shares
    Change vs previous 13F +4,469 shares

    0.16% of the 13F portfolio, value $2,241,519.

    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 49,472 shares
    Change vs previous 13F +422 shares

    0.16% of the 13F portfolio, value $2,098,108.

    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 49,050 shares
    Change vs previous 13F +193 shares

    0.17% of the 13F portfolio, value $2,051,000.

    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 48,857 shares
    Change vs previous 13F +2,757 shares

    0.18% of the 13F portfolio, value $2,057,000.

    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 46,100 shares
    Change vs previous 13F +677 shares

    0.17% of the 13F portfolio, value $1,867,000.

    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 45,423 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,920,000.

    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).