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CFS Investment Advisory Services, LLC: O position timeline

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

CFS Investment Advisory Services, LLC held 5,594 O 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 5,594 shares
    Change vs previous 13F -242 shares

    0.02% of the 13F portfolio, value $357,121.

    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 5,836 shares
    Change vs previous 13F -485 shares

    0.03% of the 13F portfolio, value $379,865.

    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 6,321 shares
    Change vs previous 13F -581 shares

    0.03% of the 13F portfolio, value $356,315.

    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 6,902 shares
    Change vs previous 13F -104 shares

    0.03% of the 13F portfolio, value $414,051.

    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 7,006 shares
    Change vs previous 13F -1,076 shares

    0.03% of the 13F portfolio, value $404,000.

    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 8,082 shares
    Change vs previous 13F -413 shares

    0.04% of the 13F portfolio, value $469,000.

    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 8,495 shares
    Change vs previous 13F -199 shares

    0.04% of the 13F portfolio, value $454,000.

    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 8,694 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $551,000.

    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).