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Disclosery

CSM Advisors, LLC: WPC position timeline

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

CSM Advisors, LLC held 199,368 WPC 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 199,368 shares
    Change vs previous 13F -1,838 shares

    0.3% of the 13F portfolio, value $14,251,000.

    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 201,206 shares
    Change vs previous 13F -77,573 shares

    0.34% of the 13F portfolio, value $13,674,000.

    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 278,779 shares
    Change vs previous 13F +67,690 shares

    0.49% of the 13F portfolio, value $17,946,000.

    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 211,089 shares
    Change vs previous 13F -21,424 shares

    0.4% of the 13F portfolio, value $14,260,000.

    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 232,513 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $14,504,000.

    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).