CSM Advisors, LLC
Position in NGVC — Natural Grocers by Vitamin Cottage, Inc.
CIK 1863523
WARRENDALE, PA
Position in NGVC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,493,730
+$973,600 QoQ
Shares Held
135,154
+34.3% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 41.53558163280406.ToString("F0")%
Shared 0.ToString("F0")%
None 58.46441836719593.ToString("F0")%
Common Shares in NGVC Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026CSM Advisors, LLC holds $15,325,385 across 2 Grocery Stores names. NGVC ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
163,511 | $11,831,655 | |
| 2 | NGVC |
Natural Grocers by Vitamin Cottage, Inc.
This page
|
135,154 | $3,493,730 |
All Filings in NGVC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,493,730 | 135,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,520,130 | 100,604 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,198,200 | 104,955 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,900,378 | 73,895 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||