Skip to content
Disclosery

CFS Investment Advisory Services, LLC: IYW position timeline

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

CFS Investment Advisory Services, LLC held 30,884 IYW 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 30,884 shares
    Change vs previous 13F -2,213 shares

    0.5% of the 13F portfolio, value $7,519,636.

    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 33,097 shares
    Change vs previous 13F -1,380 shares

    0.48% of the 13F portfolio, value $6,952,687.

    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 34,477 shares
    Change vs previous 13F -2,616 shares

    0.5% of the 13F portfolio, value $6,884,367.

    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 37,093 shares
    Change vs previous 13F -54,960 shares

    0.56% of the 13F portfolio, value $7,533,217.

    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 92,053 shares
    Change vs previous 13F -6,794 shares

    1.3% of the 13F portfolio, value $15,950,000.

    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 98,847 shares
    Change vs previous 13F +439 shares

    1.24% of the 13F portfolio, value $13,882,000.

    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 98,408 shares
    Change vs previous 13F -4,619 shares

    1.41% of the 13F portfolio, value $15,698,000.

    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 103,027 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $15,621,000.

    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).