Skip to content
Disclosery

CFS Investment Advisory Services, LLC: ITOT position timeline

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

CFS Investment Advisory Services, LLC held 34,408 ITOT 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 34,408 shares
    Change vs previous 13F -202 shares

    0.38% of the 13F portfolio, value $5,634,613.

    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 34,610 shares
    Change vs previous 13F -149 shares

    0.37% of the 13F portfolio, value $5,385,025.

    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 34,759 shares
    Change vs previous 13F +145 shares

    0.38% of the 13F portfolio, value $5,168,299.

    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 34,614 shares
    Change vs previous 13F -244 shares

    0.38% of the 13F portfolio, value $5,127,750.

    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 34,858 shares
    Change vs previous 13F -605 shares

    0.39% of the 13F portfolio, value $4,707,000.

    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 35,463 shares
    Change vs previous 13F +4,977 shares

    0.38% of the 13F portfolio, value $4,327,000.

    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 30,486 shares
    Change vs previous 13F +664 shares

    0.35% of the 13F portfolio, value $3,921,000.

    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 29,822 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,746,000.

    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).