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CFS Investment Advisory Services, LLC: SGOV position timeline

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

CFS Investment Advisory Services, LLC held 216,009 SGOV 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 216,009 shares
    Change vs previous 13F +989 shares

    1.45% of the 13F portfolio, value $21,695,988.

    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 215,020 shares
    Change vs previous 13F +17,390 shares

    1.49% of the 13F portfolio, value $21,622,389.

    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 197,630 shares
    Change vs previous 13F -19,755 shares

    1.45% of the 13F portfolio, value $19,838,137.

    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 217,385 shares
    Change vs previous 13F +119,407 shares

    1.62% of the 13F portfolio, value $21,879,777.

    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 97,978 shares
    Change vs previous 13F +2,960 shares

    0.81% of the 13F portfolio, value $9,865,000.

    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 95,018 shares
    Change vs previous 13F -1,195 shares

    0.85% of the 13F portfolio, value $9,565,000.

    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 96,213 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,652,000.

    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).