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CSM Advisors, LLC: WSR position timeline

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

CSM Advisors, LLC held 409,155 WSR 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 409,155 shares
    Change vs previous 13F -158,919 shares

    0.17% of the 13F portfolio, value $7,760,000.

    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 568,074 shares
    Change vs previous 13F -3,241 shares

    0.23% of the 13F portfolio, value $9,175,000.

    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 571,315 shares
    Change vs previous 13F +7,222 shares

    0.22% of the 13F portfolio, value $7,934,000.

    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 564,093 shares
    Change vs previous 13F -17,074 shares

    0.19% of the 13F portfolio, value $6,930,000.

    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 581,167 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $7,255,000.

    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).