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Disclosery

CSM Advisors, LLC: EXPE position timeline

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

CSM Advisors, LLC held 11,896 EXPE 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 11,896 shares
    Change vs previous 13F -1,157 shares

    0.07% of the 13F portfolio, value $3,046,000.

    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 13,053 shares
    Change vs previous 13F -1,476 shares

    0.07% of the 13F portfolio, value $3,014,000.

    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 14,529 shares
    Change vs previous 13F -18,595 shares

    0.11% of the 13F portfolio, value $4,116,000.

    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 33,124 shares
    Change vs previous 13F -62,775 shares

    0.2% of the 13F portfolio, value $7,079,000.

    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 95,899 shares
    Change vs previous 13F +2,630 shares

    0.47% of the 13F portfolio, value $16,179,000.

    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).

  6. period ended2025-03-31
    13F 93,269 shares
    Change vs previous 13F -1,605 shares

    0.86% of the 13F portfolio, value $15,682,000.

    13F-HR 0001863523-25-000006 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).

  7. period ended2024-12-31
    13F/A 94,874 shares
    Change vs previous 13F -2,265 shares

    0.83% of the 13F portfolio, value $17,677,000.

    13F-HR/A 0001863523-25-000002 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).

  8. period ended2024-09-30
    13F 97,139 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $14,380,000.

    13F-HR 0001863523-24-000006 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).