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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

  1. period ended2026-06-30
    13F 57,624 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 58,109 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,154 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,317 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 153,883 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,991 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 95,406 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 97,426 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).