CFS Investment Advisory Services, LLC: IBTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on IBTI, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 14,333 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 14,333 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $316,616.
13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,333 sharesChange vs previous 13F +24 shares
0.02% of the 13F portfolio, value $319,626.
13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,309 sharesChange vs previous 13F +424 shares
0.02% of the 13F portfolio, value $320,021.
13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,885 sharesChange vs previous 13F -3,119 shares
0.02% of the 13F portfolio, value $311,718.
13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,004 sharesChange vs previous 13F +65 shares
0.03% of the 13F portfolio, value $380,000.
13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,939 sharesChange vs previous 13F +3,912 shares
0.03% of the 13F portfolio, value $377,000.
13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,027 sharesChange vs previous 13F +205 shares
0.03% of the 13F portfolio, value $285,000.
13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,822 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $289,000.
13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).