Position in CPA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,638,024
+$2,759,729 QoQ
Shares Held
55,525
+7.3% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#59
of 322 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026CSM Advisors, LLC holds $66,451,412 across 3 Airlines names. CPA ranks #2 (13.0% of the industry book) .
All Filings in CPA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,638,024 | 55,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,878,295 | 51,741 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,686,520 | 47,148 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,322,779 | 44,797 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,327,759 | 39,354 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||