Skip to content
Disclosery

CSM Advisors, LLC: IWV position timeline

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

CSM Advisors, LLC held 0 IWV shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -186,800 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 186,800 shares
    Change vs previous 13F +93,400 shares

    2.92% of the 13F portfolio, value $62,438,000.

    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).

  3. period ended2024-09-30
    13F 93,400 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $30,517,000.

    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).