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CFS Investment Advisory Services, LLC: STIP position timeline

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

CFS Investment Advisory Services, LLC held 42,646 STIP 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 42,646 shares
    Change vs previous 13F +12,747 shares

    0.29% of the 13F portfolio, value $4,317,055.

    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 29,899 shares
    Change vs previous 13F -7,713 shares

    0.21% of the 13F portfolio, value $3,100,825.

    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 37,612 shares
    Change vs previous 13F -19,107 shares

    0.28% of the 13F portfolio, value $3,851,093.

    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 56,719 shares
    Change vs previous 13F +1,197 shares

    0.44% of the 13F portfolio, value $5,870,984.

    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 55,522 shares
    Change vs previous 13F +20,687 shares

    0.47% of the 13F portfolio, value $5,714,000.

    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 34,835 shares
    Change vs previous 13F +68 shares

    0.32% of the 13F portfolio, value $3,604,000.

    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 34,767 shares
    Change vs previous 13F +2,446 shares

    0.31% of the 13F portfolio, value $3,498,000.

    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 32,321 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,275,000.

    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).