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CFS Investment Advisory Services, LLC: DFUV position timeline

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

CFS Investment Advisory Services, LLC held 38,742 DFUV 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 38,742 shares
    Change vs previous 13F -2,323 shares

    0.14% of the 13F portfolio, value $2,124,999.

    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 41,065 shares
    Change vs previous 13F -33,246 shares

    0.14% of the 13F portfolio, value $2,091,440.

    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 74,311 shares
    Change vs previous 13F -2,092 shares

    0.25% of the 13F portfolio, value $3,462,149.

    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 76,403 shares
    Change vs previous 13F -14,073 shares

    0.26% of the 13F portfolio, value $3,448,067.

    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 90,476 shares
    Change vs previous 13F -4,998 shares

    0.31% of the 13F portfolio, value $3,825,000.

    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 95,474 shares
    Change vs previous 13F -6,251 shares

    0.35% of the 13F portfolio, value $3,934,000.

    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 101,725 shares
    Change vs previous 13F -635 shares

    0.37% of the 13F portfolio, value $4,163,000.

    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 102,360 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,267,000.

    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).