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CSM Advisors, LLC: META position timeline

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

CSM Advisors, LLC held 23,203 META 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 23,203 shares
    Change vs previous 13F +14,029 shares

    0.28% of the 13F portfolio, value $13,071,000.

    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 9,174 shares
    Change vs previous 13F -17,769 shares

    0.13% of the 13F portfolio, value $5,248,000.

    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 26,943 shares
    Change vs previous 13F +727 shares

    0.48% of the 13F portfolio, value $17,787,000.

    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 26,216 shares
    Change vs previous 13F -8,063 shares

    0.54% of the 13F portfolio, value $19,253,000.

    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 34,279 shares
    Change vs previous 13F +1,090 shares

    0.74% of the 13F portfolio, value $25,302,000.

    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 33,189 shares
    Change vs previous 13F -5,393 shares

    1.04% of the 13F portfolio, value $19,128,000.

    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 38,582 shares
    Change vs previous 13F -1,049 shares

    1.06% of the 13F portfolio, value $22,589,000.

    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 39,631 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $22,689,000.

    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).