CFS Investment Advisory Services, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on V, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 4,620 V shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 4,620 sharesChange vs previous 13F +306 shares
0.11% of the 13F portfolio, value $1,673,041.
13F-HR 0001845688-26-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,314 sharesChange vs previous 13F +457 shares
0.09% of the 13F portfolio, value $1,367,624.
13F-HR 0001845688-26-000002 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,857 sharesChange vs previous 13F -112 shares
0.1% of the 13F portfolio, value $1,352,688.
13F-HR 0001845688-26-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,969 sharesChange vs previous 13F +70 shares
0.1% of the 13F portfolio, value $1,378,751.
13F-HR 0001845688-25-000006 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,899 sharesChange vs previous 13F +216 shares
0.11% of the 13F portfolio, value $1,384,000.
13F-HR 0001845688-25-000004 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,683 sharesChange vs previous 13F +78 shares
0.11% of the 13F portfolio, value $1,291,000.
13F-HR 0001845688-25-000003 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,605 sharesChange vs previous 13F +271 shares
0.1% of the 13F portfolio, value $1,139,000.
13F-HR 0001845688-25-000001 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,334 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $917,000.
13F-HR 0001845688-24-000005 filed by CFS Investment Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).