Skip to content
Disclosery

CFS Investment Advisory Services, LLC: IVV position timeline

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

CFS Investment Advisory Services, LLC held 42,125 IVV 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 42,125 shares
    Change vs previous 13F -357 shares

    2.1% of the 13F portfolio, value $31,527,883.

    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 42,482 shares
    Change vs previous 13F -6,886 shares

    2.09% of the 13F portfolio, value $30,304,960.

    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 49,368 shares
    Change vs previous 13F +2,086 shares

    2.47% of the 13F portfolio, value $33,814,118.

    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 47,282 shares
    Change vs previous 13F +1,091 shares

    2.39% of the 13F portfolio, value $32,176,347.

    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 46,191 shares
    Change vs previous 13F +1,955 shares

    2.35% of the 13F portfolio, value $28,680,000.

    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 44,236 shares
    Change vs previous 13F +1,674 shares

    2.21% of the 13F portfolio, value $24,856,000.

    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 42,562 shares
    Change vs previous 13F -36,874 shares

    2.25% of the 13F portfolio, value $25,055,000.

    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 79,436 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $45,820,000.

    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).