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
- period ended2026-06-3013F 409,155 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 568,074 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 571,315 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 564,093 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 581,167 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).