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CFS Investment Advisory Services, LLC: SPYM position timeline

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

CFS Investment Advisory Services, LLC held 1,490,244 SPYM 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 1,490,244 shares
    Change vs previous 13F +380,006 shares

    8.71% of the 13F portfolio, value $130,649,670.

    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 1,110,238 shares
    Change vs previous 13F +285,760 shares

    6.39% of the 13F portfolio, value $92,793,660.

    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 824,478 shares
    Change vs previous 13F +20,272 shares

    4.83% of the 13F portfolio, value $66,139,628.

    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 804,206 shares
    Change vs previous 13F +45,944 shares

    4.76% of the 13F portfolio, value $64,071,097.

    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 758,262 shares
    Change vs previous 13F -231,658 shares

    4.51% of the 13F portfolio, value $55,118,000.

    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 989,920 shares
    Change vs previous 13F -105,286 shares

    5.79% of the 13F portfolio, value $65,097,000.

    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 1,095,206 shares
    Change vs previous 13F -7,924 shares

    6.77% of the 13F portfolio, value $75,504,000.

    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 1,103,130 shares
    Change vs previous 13F not available

    6.26% of the 13F portfolio, value $74,472,000.

    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).