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Disclosery

CSM Advisors, LLC: CASS position timeline

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

CSM Advisors, LLC held 116,750 CASS 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 116,750 shares
    Change vs previous 13F +26,905 shares

    0.13% of the 13F portfolio, value $5,992,000.

    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 89,845 shares
    Change vs previous 13F -495 shares

    0.1% of the 13F portfolio, value $3,956,000.

    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 90,340 shares
    Change vs previous 13F +145 shares

    0.1% of the 13F portfolio, value $3,750,000.

    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 90,195 shares
    Change vs previous 13F -2,945 shares

    0.1% of the 13F portfolio, value $3,545,000.

    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 93,140 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,045,000.

    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).