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CSM Advisors, LLC: PENG position timeline

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

CSM Advisors, LLC held 122,777 PENG 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 122,777 shares
    Change vs previous 13F -424,605 shares

    0.2% of the 13F portfolio, value $9,334,000.

    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 547,382 shares
    Change vs previous 13F +100,713 shares

    0.24% of the 13F portfolio, value $9,631,000.

    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 446,669 shares
    Change vs previous 13F +29,464 shares

    0.24% of the 13F portfolio, value $8,735,000.

    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 417,205 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,964,000.

    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).