CSM Advisors, LLC: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on MSFT, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 121,715 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 121,715 sharesChange vs previous 13F -118,223 shares
0.97% of the 13F portfolio, value $45,401,000.
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 239,938 sharesChange vs previous 13F +156,994 shares
2.18% of the 13F portfolio, value $88,816,000.
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 82,944 sharesChange vs previous 13F +4,331 shares
1.09% of the 13F portfolio, value $40,112,000.
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 78,613 sharesChange vs previous 13F -8,478 shares
1.14% of the 13F portfolio, value $40,716,000.
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 87,091 sharesChange vs previous 13F +3,480 shares
1.26% of the 13F portfolio, value $43,321,000.
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).
- period ended2025-03-3113F 83,611 sharesChange vs previous 13F -12,080 shares
1.71% of the 13F portfolio, value $31,387,000.
13F-HR 0001863523-25-000006 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 ended2024-12-3113F/A 95,691 sharesChange vs previous 13F -3,027 shares
1.89% of the 13F portfolio, value $40,336,000.
13F-HR/A 0001863523-25-000002 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 ended2024-09-3013F 98,718 sharesChange vs previous 13F not available
2.77% of the 13F portfolio, value $42,481,000.
13F-HR 0001863523-24-000006 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).