CSM Advisors, LLC: CI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on CI, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 78,966 CI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 78,966 sharesChange vs previous 13F +12,126 shares
0.46% of the 13F portfolio, value $21,770,000.
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 66,840 sharesChange vs previous 13F -10,408 shares
0.44% of the 13F portfolio, value $17,829,000.
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 77,248 sharesChange vs previous 13F +6,149 shares
0.58% of the 13F portfolio, value $21,261,000.
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 71,099 sharesChange vs previous 13F +26,854 shares
0.57% of the 13F portfolio, value $20,496,000.
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 44,245 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $14,628,000.
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).