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Disclosery

CSM Advisors, LLC: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on BDC, newest first. How the timeline and the estimate are built.

CSM Advisors, LLC held 73,218 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,218 shares
    Change vs previous 13F +5,165 shares

    0.19% of the 13F portfolio, value $8,781,000.

    13F-HR 0001863523-26-000003 filed by CSM Advisors, 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 68,053 shares
    Change vs previous 13F +6,042 shares

    0.19% of the 13F portfolio, value $7,812,000.

    13F-HR 0001863523-26-000002 filed by CSM Advisors, 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 62,011 shares
    Change vs previous 13F +3,095 shares

    0.2% of the 13F portfolio, value $7,228,000.

    13F-HR 0001863523-26-000001 filed by CSM Advisors, 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 58,916 shares
    Change vs previous 13F +6,142 shares

    0.2% of the 13F portfolio, value $7,084,000.

    13F-HR 0001863523-25-000010 filed by CSM Advisors, 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 52,774 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,110,000.

    13F-HR 0001863523-25-000009 filed by CSM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).