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CSM Advisors, LLC

SEC CIK
0001863523
Latest filing
Aug 14, 2026

GRDN holding history

Guardian Pharmacy Services, Inc. in every 13F filed by CSM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GRDN overviewAll 13F holders of GRDNFull Q2 2026 holdings

Shares (Q2 2026)
74,005
Value
$3.10M
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of GRDN by CSM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202674,005$3.10M0.1%−17,765−19.4%ReducedHolders
Q1 202691,770$3.46M0.1%−24,325−21.0%ReducedHolders
Q4 2025116,095$3.49M0.1%−19,570−14.4%ReducedHolders
Q3 2025135,665$3.56M0.1%+39,360+40.9%AddedHolders
Q2 202596,305$2.05M0.1%+96,305NewHolders