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CFS Investment Advisory Services, LLC: IBTH position timeline

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

CFS Investment Advisory Services, LLC held 17,128 IBTH 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 17,128 shares
    Change vs previous 13F -108 shares

    0.03% of the 13F portfolio, value $382,297.

    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 17,236 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $386,690.

    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 17,224 shares
    Change vs previous 13F +189 shares

    0.03% of the 13F portfolio, value $387,023.

    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 17,035 shares
    Change vs previous 13F -479 shares

    0.03% of the 13F portfolio, value $383,969.

    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 17,514 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $394,000.

    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 17,806 shares
    Change vs previous 13F +3,805 shares

    0.04% of the 13F portfolio, value $399,000.

    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 14,001 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $311,000.

    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 14,001 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $317,000.

    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).