CSM Advisors, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on ORCL, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 57,624 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 57,624 sharesChange vs previous 13F -485 shares
0.18% of the 13F portfolio, value $8,444,000.
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 58,109 sharesChange vs previous 13F +35,955 shares
0.21% of the 13F portfolio, value $8,550,000.
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 22,154 sharesChange vs previous 13F -8,163 shares
0.12% of the 13F portfolio, value $4,316,000.
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 30,317 sharesChange vs previous 13F -123,566 shares
0.24% of the 13F portfolio, value $8,524,000.
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 153,883 sharesChange vs previous 13F +59,892 shares
0.98% of the 13F portfolio, value $33,648,000.
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 93,991 sharesChange vs previous 13F -1,415 shares
0.72% of the 13F portfolio, value $13,147,000.
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 95,406 sharesChange vs previous 13F -2,020 shares
0.74% of the 13F portfolio, value $15,898,000.
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 97,426 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $16,600,000.
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).