Skip to content
Disclosery

CFS Investment Advisory Services, LLC: SPEM position timeline

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

CFS Investment Advisory Services, LLC held 31,315 SPEM 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 31,315 shares
    Change vs previous 13F -11,633 shares

    0.11% of the 13F portfolio, value $1,600,798.

    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 42,948 shares
    Change vs previous 13F -14 shares

    0.15% of the 13F portfolio, value $2,205,801.

    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 42,962 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $2,011,043.

    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 43,062 shares
    Change vs previous 13F +4,202 shares

    0.15% of the 13F portfolio, value $2,056,621.

    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 38,860 shares
    Change vs previous 13F +3,113 shares

    0.14% of the 13F portfolio, value $1,661,000.

    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 35,747 shares
    Change vs previous 13F +11,215 shares

    0.13% of the 13F portfolio, value $1,407,000.

    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 24,532 shares
    Change vs previous 13F -24,708 shares

    0.08% of the 13F portfolio, value $941,000.

    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 49,240 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,033,000.

    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).