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Disclosery

CSM Advisors, LLC: HE position timeline

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

CSM Advisors, LLC held 14,645 HE 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 14,645 shares
    Change vs previous 13F -492,743 shares

    <0.01% of the 13F portfolio, value $198,000.

    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 507,388 shares
    Change vs previous 13F -108,070 shares

    0.19% of the 13F portfolio, value $7,531,000.

    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 615,458 shares
    Change vs previous 13F +50,155 shares

    0.21% of the 13F portfolio, value $7,569,000.

    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 565,303 shares
    Change vs previous 13F +53,496 shares

    0.17% of the 13F portfolio, value $6,243,000.

    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 511,807 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,440,000.

    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).