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CSM Advisors, LLC: OFG position timeline

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

CSM Advisors, LLC held 307,009 OFG 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 307,009 shares
    Change vs previous 13F +62,656 shares

    0.32% of the 13F portfolio, value $15,065,000.

    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 244,353 shares
    Change vs previous 13F +21,653 shares

    0.24% of the 13F portfolio, value $9,887,000.

    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 222,700 shares
    Change vs previous 13F +11,111 shares

    0.25% of the 13F portfolio, value $9,127,000.

    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 211,589 shares
    Change vs previous 13F +19,164 shares

    0.26% of the 13F portfolio, value $9,201,000.

    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 192,425 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,235,000.

    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).