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CFS Investment Advisory Services, LLC: SPMO position timeline

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

CFS Investment Advisory Services, LLC held 89,281 SPMO 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 89,281 shares
    Change vs previous 13F -40,877 shares

    0.9% of the 13F portfolio, value $13,466,253.

    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 130,158 shares
    Change vs previous 13F +256 shares

    1.15% of the 13F portfolio, value $16,699,271.

    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 129,902 shares
    Change vs previous 13F +51,726 shares

    1.13% of the 13F portfolio, value $15,499,907.

    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 78,176 shares
    Change vs previous 13F -2,458 shares

    0.71% of the 13F portfolio, value $9,514,801.

    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 80,634 shares
    Change vs previous 13F -530 shares

    0.74% of the 13F portfolio, value $9,069,000.

    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 81,164 shares
    Change vs previous 13F -2,191 shares

    0.67% of the 13F portfolio, value $7,510,000.

    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 83,355 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,920,000.

    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).