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QTR Family Wealth, LLC: CSM position timeline

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

QTR Family Wealth, LLC held 8,905 CSM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,905 shares
    Change vs previous 13F -117 shares

    0.26% of the 13F portfolio, value $758,826.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 9,022 shares
    Change vs previous 13F -18 shares

    0.3% of the 13F portfolio, value $722,421.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 9,040 shares
    Change vs previous 13F -989 shares

    0.32% of the 13F portfolio, value $721,552.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 10,029 shares
    Change vs previous 13F -264 shares

    0.36% of the 13F portfolio, value $767,892.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 10,293 shares
    Change vs previous 13F -15 shares

    0.45% of the 13F portfolio, value $725,352.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,308 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $656,812.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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