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CFS Investment Advisory Services, LLC: XTEN position timeline

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

CFS Investment Advisory Services, LLC held 30,370 XTEN 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 30,370 shares
    Change vs previous 13F -43,920 shares

    0.09% of the 13F portfolio, value $1,375,457.

    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 74,290 shares
    Change vs previous 13F -12,052 shares

    0.24% of the 13F portfolio, value $3,425,512.

    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 86,342 shares
    Change vs previous 13F -2,140 shares

    0.29% of the 13F portfolio, value $3,990,727.

    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 88,482 shares
    Change vs previous 13F -1,601 shares

    0.31% of the 13F portfolio, value $4,184,314.

    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 90,083 shares
    Change vs previous 13F +52,637 shares

    0.34% of the 13F portfolio, value $4,158,000.

    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 37,446 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,744,000.

    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).