CFS Investment Advisory Services, LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on PFE, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 16,411 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 16,411 sharesChange vs previous 13F -4,787 shares
0.03% of the 13F portfolio, value $399,116.
13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,198 sharesChange vs previous 13F +492 shares
0.04% of the 13F portfolio, value $584,217.
13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,706 sharesChange vs previous 13F -2,673 shares
0.04% of the 13F portfolio, value $515,579.
13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,379 sharesChange vs previous 13F +63 shares
0.04% of the 13F portfolio, value $578,860.
13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,316 sharesChange vs previous 13F -233 shares
0.05% of the 13F portfolio, value $565,000.
13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,549 sharesChange vs previous 13F +829 shares
0.05% of the 13F portfolio, value $597,000.
13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,720 sharesChange vs previous 13F -1,329 shares
0.05% of the 13F portfolio, value $603,000.
13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,049 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $696,000.
13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).