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DAYMARK WEALTH PARTNERS, LLC: CSRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAYMARK WEALTH PARTNERS, LLC on CSRE, newest first. How the timeline and the estimate are built.

DAYMARK WEALTH PARTNERS, LLC held 90,917 CSRE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,917 shares
    Change vs previous 13F +2,364 shares

    0.06% of the 13F portfolio, value $2,580,229.

    13F-HR 0001956824-26-000003 filed by DAYMARK WEALTH PARTNERS, 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 88,553 shares
    Change vs previous 13F +19,450 shares

    0.07% of the 13F portfolio, value $2,327,183.

    13F-HR 0001956824-26-000002 filed by DAYMARK WEALTH PARTNERS, 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 69,103 shares
    Change vs previous 13F +7,822 shares

    0.06% of the 13F portfolio, value $1,763,096.

    13F-HR 0001956824-26-000001 filed by DAYMARK WEALTH PARTNERS, 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 61,281 shares
    Change vs previous 13F +14,101 shares

    0.05% of the 13F portfolio, value $1,596,370.

    13F-HR 0001956824-25-000009 filed by DAYMARK WEALTH PARTNERS, 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 47,180 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,217,480.

    13F-HR 0001956824-25-000007 filed by DAYMARK WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).