CSM Advisors, LLC: BNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on BNY, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 286,303 BNY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 286,303 sharesChange vs previous 13F -31,814 shares
0.88% of the 13F portfolio, value $41,400,000.
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 318,117 sharesChange vs previous 13F -49,253 shares
0.93% of the 13F portfolio, value $37,737,000.
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 367,370 sharesChange vs previous 13F +36,720 shares
1.16% of the 13F portfolio, value $42,651,000.
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 330,650 sharesChange vs previous 13F -94,365 shares
1.01% of the 13F portfolio, value $36,028,000.
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 425,015 sharesChange vs previous 13F +388,932 shares
1.13% of the 13F portfolio, value $38,724,000.
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 36,083 sharesChange vs previous 13F -75,135 shares
0.17% of the 13F portfolio, value $3,026,000.
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 111,218 sharesChange vs previous 13F -4,945 shares
0.4% of the 13F portfolio, value $8,545,000.
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 116,163 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $8,347,000.
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).