Skip to content
Disclosery

CFS Investment Advisory Services, LLC: ICVT position timeline

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

CFS Investment Advisory Services, LLC held 2,968 ICVT 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 2,968 shares
    Change vs previous 13F -10,051 shares

    0.02% of the 13F portfolio, value $348,532.

    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 13,019 shares
    Change vs previous 13F -4,471 shares

    0.1% of the 13F portfolio, value $1,458,909.

    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 17,490 shares
    Change vs previous 13F +660 shares

    0.13% of the 13F portfolio, value $1,722,765.

    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 16,830 shares
    Change vs previous 13F +1,016 shares

    0.13% of the 13F portfolio, value $1,728,946.

    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 15,814 shares
    Change vs previous 13F -9,181 shares

    0.12% of the 13F portfolio, value $1,425,000.

    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 24,995 shares
    Change vs previous 13F +57 shares

    0.19% of the 13F portfolio, value $2,090,000.

    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 24,938 shares
    Change vs previous 13F +7,705 shares

    0.19% of the 13F portfolio, value $2,119,000.

    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 17,233 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,442,000.

    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).