Position in INVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,927,456
-$35,426 QoQ
Shares Held
77,720
-3.4% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#67
of 224 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in INVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026CSM Advisors, LLC holds $16,657,245 across 5 Oil & Gas Equipment & Services names. INVX ranks #3 (11.6% of the industry book) .
All Filings in INVX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,927,456 | 77,720 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,962,882 | 80,479 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||