CSM Advisors, LLC: AXP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on AXP, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 1,507 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,507 sharesChange vs previous 13F +7 shares
0.01% of the 13F portfolio, value $510,000.
13F-HR 0001863523-26-000003 filed by CSM Advisors, 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 1,500 sharesChange vs previous 13F -130 shares
0.01% of the 13F portfolio, value $454,000.
13F-HR 0001863523-26-000002 filed by CSM Advisors, 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 1,630 sharesChange vs previous 13F -7,900 shares
0.02% of the 13F portfolio, value $603,000.
13F-HR 0001863523-26-000001 filed by CSM Advisors, 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 9,530 sharesChange vs previous 13F -10,110 shares
0.09% of the 13F portfolio, value $3,167,000.
13F-HR 0001863523-25-000010 filed by CSM Advisors, 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 19,640 sharesChange vs previous 13F +790 shares
0.18% of the 13F portfolio, value $6,264,000.
13F-HR 0001863523-25-000009 filed by CSM Advisors, 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 18,850 sharesChange vs previous 13F -975 shares
0.28% of the 13F portfolio, value $5,071,000.
13F-HR 0001863523-25-000006 filed by CSM Advisors, 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/A 19,825 sharesChange vs previous 13F +455 shares
0.28% of the 13F portfolio, value $5,886,000.
13F-HR/A 0001863523-25-000002 filed by CSM Advisors, 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 19,370 sharesChange vs previous 13F not available
0.34% of the 13F portfolio, value $5,253,000.
13F-HR 0001863523-24-000006 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).