Skip to content
Disclosery

CFS Investment Advisory Services, LLC: TLT position timeline

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

CFS Investment Advisory Services, LLC held 18,666 TLT 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 18,666 shares
    Change vs previous 13F +73 shares

    0.11% of the 13F portfolio, value $1,596,130.

    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 18,593 shares
    Change vs previous 13F +1,177 shares

    0.11% of the 13F portfolio, value $1,618,893.

    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 17,416 shares
    Change vs previous 13F -274 shares

    0.11% of the 13F portfolio, value $1,517,979.

    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 17,690 shares
    Change vs previous 13F -9,956 shares

    0.12% of the 13F portfolio, value $1,618,104.

    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 27,646 shares
    Change vs previous 13F +11,149 shares

    0.2% of the 13F portfolio, value $2,440,000.

    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 16,497 shares
    Change vs previous 13F -77,305 shares

    0.13% of the 13F portfolio, value $1,502,000.

    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 93,802 shares
    Change vs previous 13F +4,458 shares

    0.73% of the 13F portfolio, value $8,192,000.

    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 89,344 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $8,765,000.

    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).