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CFS Investment Advisory Services, LLC: MBB position timeline

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

CFS Investment Advisory Services, LLC held 185,207 MBB 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 185,207 shares
    Change vs previous 13F -998 shares

    1.16% of the 13F portfolio, value $17,433,535.

    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 186,205 shares
    Change vs previous 13F -1,302 shares

    1.23% of the 13F portfolio, value $17,791,888.

    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 187,507 shares
    Change vs previous 13F +1,155 shares

    1.3% of the 13F portfolio, value $17,854,417.

    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 186,352 shares
    Change vs previous 13F +6,912 shares

    1.33% of the 13F portfolio, value $17,897,246.

    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 179,440 shares
    Change vs previous 13F +2,133 shares

    1.38% of the 13F portfolio, value $16,848,000.

    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 177,307 shares
    Change vs previous 13F -12,784 shares

    1.48% of the 13F portfolio, value $16,628,000.

    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 190,091 shares
    Change vs previous 13F -177,985 shares

    1.56% of the 13F portfolio, value $17,428,000.

    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 368,076 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $35,266,000.

    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).