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CSM Advisors, LLC: UFCS position timeline

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

CSM Advisors, LLC held 115,190 UFCS 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 115,190 shares
    Change vs previous 13F +18,255 shares

    0.13% of the 13F portfolio, value $6,041,000.

    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 96,935 shares
    Change vs previous 13F -500 shares

    0.09% of the 13F portfolio, value $3,592,000.

    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 97,435 shares
    Change vs previous 13F -23,865 shares

    0.1% of the 13F portfolio, value $3,542,000.

    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 121,300 shares
    Change vs previous 13F -23,445 shares

    0.1% of the 13F portfolio, value $3,691,000.

    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 144,745 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,154,000.

    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).