Position in CPA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,878,295
+$191,775 QoQ
Shares Held
51,741
+9.7% QoQ
Ownership
0.173%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 89.81851916275293.ToString("F0")%
Shared 0.ToString("F0")%
None 10.181480837247058.ToString("F0")%
Common Shares in CPA Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026CSM Advisors, LLC holds $52,935,987 across 4 Airlines names. CPA ranks #3 (11.1% of the industry book) .
All Filings in CPA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||