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CSM Advisors, LLC: VTWO position timeline

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

CSM Advisors, LLC held 212,943 VTWO 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 212,943 shares
    Change vs previous 13F -166,968 shares

    0.55% of the 13F portfolio, value $25,857,000.

    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 379,911 shares
    Change vs previous 13F +18,159 shares

    0.94% of the 13F portfolio, value $38,058,000.

    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 361,752 shares
    Change vs previous 13F +52,876 shares

    0.98% of the 13F portfolio, value $36,000,000.

    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 308,876 shares
    Change vs previous 13F -14,281 shares

    0.84% of the 13F portfolio, value $30,215,000.

    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 323,157 shares
    Change vs previous 13F -6,402 shares

    0.82% of the 13F portfolio, value $28,184,000.

    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 329,559 shares
    Change vs previous 13F -43,507 shares

    1.45% of the 13F portfolio, value $26,576,000.

    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 373,066 shares
    Change vs previous 13F +84,198 shares

    1.56% of the 13F portfolio, value $33,324,000.

    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 288,868 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $25,814,000.

    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).