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Disclosery

CSM Advisors, LLC: UTL position timeline

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

CSM Advisors, LLC held 156,545 UTL 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 156,545 shares
    Change vs previous 13F +22,000 shares

    0.18% of the 13F portfolio, value $8,248,000.

    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 134,545 shares
    Change vs previous 13F +300 shares

    0.17% of the 13F portfolio, value $7,030,000.

    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 134,245 shares
    Change vs previous 13F -7,080 shares

    0.18% of the 13F portfolio, value $6,503,000.

    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 141,325 shares
    Change vs previous 13F +13,895 shares

    0.19% of the 13F portfolio, value $6,763,000.

    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 127,430 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,644,000.

    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).