Question 1

How many shares of CSM does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 7,644 shares of CSM (PROSHARES TR).

Question 2

What is Steward Partners Investment Advisory, LLC's CSM position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CSM position is worth $651,373.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling CSM?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their CSM position (-5.3% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy CSM?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CSM in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	7,644	-5.3%	$651,373	0.0%	$85.22	0
2026-Q1	Decreased	8,070	-3.8%	$603,771	0.0%	$78.37	0
2025-Q4	Decreased	8,390	-1.1%	$668,537	0.0%	$80.22	0
2025-Q3	Decreased	8,488	-3.1%	$649,897	0.0%	$75.85	0
2025-Q2	Decreased	8,757	-3.1%	$617,126	0.0%	$69.64	0
2025-Q1	Increased	9,042	+23.1%	$576,177	0.0%	$62.95	29
2024-Q4	Increased	7,348	+35.9%	$485,993	0.0%	$65.73	31
2024-Q3	Increased	5,406	+39.2%	$353,404	0.0%	$64.31	31
2024-Q2	Increased	3,883	+2.2%	$240,862	0.0%	$60.98	24
2024-Q1	Increased	3,801	+41.0%	$230,859	0.0%	$59.55	31
2023-Q4	Unchanged	2,696	0.0%	$147,660	0.0%	$53.56	0
2023-Q3	Decreased	2,696	-8.6%	$131,592	0.0%	$47.55	0
2023-Q2	Unchanged	2,950	0.0%	$150,523	0.0%	$48.87	0
2023-Q1	Unchanged	2,950	0.0%	$140,628	0.0%	$45.53	0
2022-Q4	Decreased	2,950	-4.8%	$132,485	0.0%	$43.37	0
2022-Q3	Unchanged	3,100	0.0%	$131,000	0.0%	$41.22	0
2022-Q2	Unchanged	3,100	0.0%	$138,000	0.0%	$43.17	0
2022-Q1	Increased	3,100	+100.0%	$167,000	0.0%	$52.04	36
2021-Q4	Unchanged	1,550	0.0%	$173,000	0.0%	$53.11	0
2021-Q3	Decreased	1,550	-3.1%	$155,000	0.0%	$48.29	0
2021-Q2	Decreased	1,600	-80.9%	$159,000	0.0%	$47.04	0
2021-Q1	Increased	8,376	+423.5%	$382.7M	0.0%	$42.92	50
2020-Q4	Increased	1,600	+45.5%	$135,000	0.0%	$39.66	30
2020-Q3	Decreased	1,100	-4.3%	$84,000	0.0%	$35.61	0
2020-Q2	Unchanged	1,150	0.0%	$82,000	0.0%	$32.76	0
2020-Q1	Unchanged	1,150	0.0%	$68,000	0.0%	$28.19	0
2019-Q4	Increased	1,150	+21.1%	$88,000	0.0%	$35.80	26
2019-Q3	Unchanged	950	0.0%	$67,000	0.0%	$32.66	0
2019-Q2	New	950	-	$66,000	0.0%	$32.54	29

CSM29 quarters

CSM
29 quarters