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Disclosery

CSM Advisors, LLC: REZI position timeline

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

CSM Advisors, LLC held 72,034 REZI 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 72,034 shares
    Change vs previous 13F +4,910 shares

    0.05% of the 13F portfolio, value $2,241,000.

    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 67,124 shares
    Change vs previous 13F -56,522 shares

    0.06% of the 13F portfolio, value $2,262,000.

    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 123,646 shares
    Change vs previous 13F -31,830 shares

    0.12% of the 13F portfolio, value $4,343,000.

    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 155,476 shares
    Change vs previous 13F -17,633 shares

    0.19% of the 13F portfolio, value $6,714,000.

    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 173,109 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,819,000.

    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).