CSM Advisors, LLC: WS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on WS, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 151,928 WS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 151,928 sharesChange vs previous 13F -80,207 shares
0.11% of the 13F portfolio, value $5,100,000.
13F-HR 0001863523-26-000003 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 232,135 sharesChange vs previous 13F +19,447 shares
0.17% of the 13F portfolio, value $7,044,000.
13F-HR 0001863523-26-000002 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 212,688 sharesChange vs previous 13F +9,939 shares
0.2% of the 13F portfolio, value $7,366,000.
13F-HR 0001863523-26-000001 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 202,749 sharesChange vs previous 13F +21,132 shares
0.17% of the 13F portfolio, value $6,160,000.
13F-HR 0001863523-25-000010 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 181,617 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $5,416,000.
13F-HR 0001863523-25-000009 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).