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Disclosery

CSM Advisors, LLC: WT position timeline

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

CSM Advisors, LLC held 551,313 WT 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 551,313 shares
    Change vs previous 13F +29,384 shares

    0.2% of the 13F portfolio, value $9,340,000.

    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 521,929 shares
    Change vs previous 13F -40,564 shares

    0.19% of the 13F portfolio, value $7,597,000.

    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 562,493 shares
    Change vs previous 13F +56,961 shares

    0.19% of the 13F portfolio, value $6,856,000.

    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 505,532 shares
    Change vs previous 13F -18,363 shares

    0.2% of the 13F portfolio, value $7,027,000.

    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 523,895 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,028,000.

    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).