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CSM Advisors, LLC: SYF position timeline

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

CSM Advisors, LLC held 446,750 SYF 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 446,750 shares
    Change vs previous 13F -3,354 shares

    0.73% of the 13F portfolio, value $33,975,000.

    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 450,104 shares
    Change vs previous 13F -71,902 shares

    0.75% of the 13F portfolio, value $30,615,000.

    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 522,006 shares
    Change vs previous 13F +73,377 shares

    1.18% of the 13F portfolio, value $43,548,000.

    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 448,629 shares
    Change vs previous 13F -21,695 shares

    0.89% of the 13F portfolio, value $31,869,000.

    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 470,324 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $31,391,000.

    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).