CSM Advisors, LLC: DGX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on DGX, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 76,028 DGX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 76,028 sharesChange vs previous 13F -686 shares
0.34% of the 13F portfolio, value $16,110,000.
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 76,714 sharesChange vs previous 13F -11,999 shares
0.37% of the 13F portfolio, value $15,030,000.
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 88,713 sharesChange vs previous 13F +7,044 shares
0.42% of the 13F portfolio, value $15,394,000.
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 81,669 sharesChange vs previous 13F -20,078 shares
0.44% of the 13F portfolio, value $15,564,000.
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 101,747 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $18,276,000.
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).