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CFS Investment Advisory Services, LLC: DFIV position timeline

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

CFS Investment Advisory Services, LLC held 360,811 DFIV 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 360,811 shares
    Change vs previous 13F -6,537 shares

    1.32% of the 13F portfolio, value $19,797,700.

    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 367,348 shares
    Change vs previous 13F -60,256 shares

    1.41% of the 13F portfolio, value $20,413,528.

    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 427,604 shares
    Change vs previous 13F -6,858 shares

    1.56% of the 13F portfolio, value $21,337,440.

    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 434,462 shares
    Change vs previous 13F -24,470 shares

    1.5% of the 13F portfolio, value $20,167,726.

    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 458,932 shares
    Change vs previous 13F -7,104 shares

    1.61% of the 13F portfolio, value $19,656,000.

    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 466,036 shares
    Change vs previous 13F -17,137 shares

    1.63% of the 13F portfolio, value $18,343,000.

    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 483,173 shares
    Change vs previous 13F +488 shares

    1.54% of the 13F portfolio, value $17,143,000.

    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 482,685 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $18,381,000.

    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).