Current Market Value 1,222,227
Current Holdings 324
Most Recent File Date 2025-08-11
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CFS Investment Advisory Services, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 324 1,222
2025-05-12 2025-03-31 13F-HR 307 1,124
2025-01-21 2024-12-31 13F-HR 294 1,115
2024-11-12 2024-09-30 13F-HR 290 1,190
2024-08-13 2024-06-30 13F-HR 257 1,233
2024-05-15 2024-03-31 13F-HR 157 595
2024-02-13 2023-12-31 13F-HR 150 555
2023-11-14 2023-09-30 13F-HR 160 628
2023-07-21 2023-06-30 13F-HR 235 783
2023-05-05 2023-03-31 13F-HR 136 550
2023-02-13 2022-12-31 13F-HR 126 441
2022-11-02 2022-09-30 13F-HR/A 1 N 111 388,153
2022-10-31 2022-09-30 13F-HR 281 46,645
2022-08-16 2022-06-30 13F-HR 206 653,559
2022-05-27 2022-03-31 13F-HR 565 22,983
2022-02-14 2021-12-31 13F-HR 214 744,692
2021-11-19 2021-09-30 13F-HR 199 729,824
2021-07-21 2021-06-30 13F-HR 27 109,676
2021-02-11 2020-12-31 13F-HR 175 627,725