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CSM Advisors, LLC: QQQ position timeline

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

CSM Advisors, LLC held 153,111 QQQ 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 153,111 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $112,751,000.

    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 153,111 shares
    Change vs previous 13F -39,467 shares

    2.17% of the 13F portfolio, value $88,373,000.

    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 192,578 shares
    Change vs previous 13F -6,641 shares

    3.21% of the 13F portfolio, value $118,305,000.

    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 199,219 shares
    Change vs previous 13F -1,097 shares

    3.34% of the 13F portfolio, value $119,606,000.

    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 200,316 shares
    Change vs previous 13F -105,834 shares

    3.22% of the 13F portfolio, value $110,502,000.

    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 306,150 shares
    Change vs previous 13F -31,000 shares

    7.83% of the 13F portfolio, value $143,560,000.

    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 337,150 shares
    Change vs previous 13F +168,575 shares

    8.06% of the 13F portfolio, value $172,362,000.

    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 168,575 shares
    Change vs previous 13F not available

    5.36% of the 13F portfolio, value $82,276,000.

    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).