CFS Investment Advisory Services, LLC: VUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFS Investment Advisory Services, LLC on VUSB, newest first. How the timeline and the estimate are built.
CFS Investment Advisory Services, LLC held 0 VUSB shares at 2025-09-30 per its 13F-HR filed 2025-10-31.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,101 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,101 sharesChange vs previous 13F -603 shares
0.02% of the 13F portfolio, value $204,000.
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 4,704 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $235,000.
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 4,704 sharesChange vs previous 13F +261 shares
0.02% of the 13F portfolio, value $233,000.
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 4,443 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $222,000.
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).