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CFS Investment Advisory Services, LLC: PNR position timeline

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

CFS Investment Advisory Services, LLC held 21,072 PNR 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 21,072 shares
    Change vs previous 13F -1,113 shares

    0.11% of the 13F portfolio, value $1,616,644.

    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 22,185 shares
    Change vs previous 13F -77 shares

    0.14% of the 13F portfolio, value $2,020,610.

    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 22,262 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $2,318,365.

    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 22,279 shares
    Change vs previous 13F -888 shares

    0.18% of the 13F portfolio, value $2,444,675.

    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 23,167 shares
    Change vs previous 13F +628 shares

    0.19% of the 13F portfolio, value $2,378,000.

    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 22,539 shares
    Change vs previous 13F -1,698 shares

    0.18% of the 13F portfolio, value $1,972,000.

    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 24,237 shares
    Change vs previous 13F -161 shares

    0.22% of the 13F portfolio, value $2,439,000.

    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 24,398 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,386,000.

    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).