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CFS Investment Advisory Services, LLC: SPTL position timeline

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

CFS Investment Advisory Services, LLC held 521,233 SPTL 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 521,233 shares
    Change vs previous 13F -264,221 shares

    0.9% of the 13F portfolio, value $13,546,846.

    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 785,454 shares
    Change vs previous 13F -22,500 shares

    1.43% of the 13F portfolio, value $20,767,404.

    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 807,954 shares
    Change vs previous 13F -98,400 shares

    1.56% of the 13F portfolio, value $21,386,542.

    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 906,354 shares
    Change vs previous 13F +77,513 shares

    1.85% of the 13F portfolio, value $24,933,799.

    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 828,841 shares
    Change vs previous 13F +240,818 shares

    1.8% of the 13F portfolio, value $22,031,000.

    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 588,023 shares
    Change vs previous 13F +266,584 shares

    1.43% of the 13F portfolio, value $16,030,000.

    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 321,439 shares
    Change vs previous 13F -24,497 shares

    0.75% of the 13F portfolio, value $8,418,000.

    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 345,936 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $10,056,000.

    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).