PFFD β€” GLOBAL X FDS

Ownership history in CSM Advisors, LLC  Β·  18 quarters on record

AI Ownership Summary

CSM Advisors, LLC reported GLOBAL X FDS (PFFD) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q3. The latest visible filing shows PFFD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PFFD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CSM Advisors, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PFFD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CSM Advisors, LLC held PFFD β€” position size vs. price
% of Fund (quarterly)    PFFD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 18,000 -8,100 -31.0% 0.01% $350K 2025-11-14 $18.54
2025 Q2 UNCHANGED 26,100 β€” 0% 0.01% $492K 2025-08-07 $18.38
2025 Q1 UNCHANGED 26,100 β€” 0% 0.03% $497K 2025-05-14 $17.81
2024 Q4 UNCHANGED 26,100 β€” 0% 0.03% $509K 2025-02-14 $18.51
2024 Q3 UNCHANGED 26,100 β€” 0% 0.04% $542K 2024-11-14 $18.71
2024 Q2 UNCHANGED 26,100 β€” 0% 0.04% $513K 2024-08-14 $18.03
2024 Q1 UNCHANGED 26,100 β€” 0% 0.03% $526K 2024-05-15 $17.61
2023 Q4 UNCHANGED 26,100 β€” 0% 0.04% $507K 2024-02-14 $17.45
2023 Q3 UNCHANGED 26,100 β€” 0% 0.04% $491K 2023-11-13 $15.96
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CSM Advisors, LLC and PFFD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CSM Advisors, LLC reported owning PFFD?

CSM Advisors, LLC reported PFFD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported PFFD position in CSM Advisors, LLC's portfolio?

The largest reported portfolio weight for PFFD was 0.04% in 2023 Q3.

What is the latest reported PFFD position on this page?

The most recent filing on this page is 2025 Q3, when CSM Advisors, LLC reported 18,000 shares, equal to 0.01% of portfolio, with an estimated market value of $350K.

What does the chart on this PFFD ownership page compare?

The chart compares CSM Advisors, LLC's quarterly PFFD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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