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CFS Investment Advisory Services, LLC: XLG position timeline

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

CFS Investment Advisory Services, LLC held 5,847 XLG 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 5,847 shares
    Change vs previous 13F -19,985 shares

    0.02% of the 13F portfolio, value $355,088.

    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 25,832 shares
    Change vs previous 13F -282,315 shares

    0.11% of the 13F portfolio, value $1,553,020.

    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 308,147 shares
    Change vs previous 13F +5,787 shares

    1.33% of the 13F portfolio, value $18,266,954.

    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 302,360 shares
    Change vs previous 13F +145,096 shares

    1.32% of the 13F portfolio, value $17,745,508.

    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 157,264 shares
    Change vs previous 13F +65,765 shares

    0.67% of the 13F portfolio, value $8,193,000.

    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 91,499 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $4,211,000.

    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).