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CFS Investment Advisory Services, LLC: QDF position timeline

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

CFS Investment Advisory Services, LLC held 24,136 QDF 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 24,136 shares
    Change vs previous 13F -49,456 shares

    0.14% of the 13F portfolio, value $2,160,821.

    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 73,592 shares
    Change vs previous 13F -6,249 shares

    0.43% of the 13F portfolio, value $6,259,736.

    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 79,841 shares
    Change vs previous 13F -33,674 shares

    0.47% of the 13F portfolio, value $6,451,951.

    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 113,515 shares
    Change vs previous 13F -10,232 shares

    0.68% of the 13F portfolio, value $9,097,092.

    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 123,747 shares
    Change vs previous 13F +9,216 shares

    0.74% of the 13F portfolio, value $9,056,000.

    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 114,531 shares
    Change vs previous 13F +9,529 shares

    0.7% of the 13F portfolio, value $7,829,000.

    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 105,002 shares
    Change vs previous 13F +2,178 shares

    0.66% of the 13F portfolio, value $7,408,000.

    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 102,824 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $7,374,000.

    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).