Latitude Advisors, LLC CSHI — NEOS ETF TRUST

Ownership history in Latitude Advisors, LLC  ·  10 quarters on record

AI Ownership Summary

Latitude Advisors, LLC reported NEOS ETF TRUST (CSHI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.95% in 2024 Q1. The latest visible filing shows CSHI at 0.47% 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.

What this CSHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Latitude Advisors, LLC's position in NEOS ETF TRUST, 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
2026 Q1

CSHI was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

CSHI stock page Latitude Advisors, LLC fund profile Latitude Advisors, LLC full holdings
How Latitude Advisors, LLC held CSHI — position size vs. price
% of Fund (quarterly)    CSHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,520 -653 -3.1% 0.47% $1.0M 2026-04-27 $49.83
2025 Q4 REDUCED 8.4% +1.3% ❌ 21,173 -1,951 -8.4% 0.46% $1.1M 2026-01-27 $49.07
2025 Q3 REDUCED 15.0% +1.2% ❌ 23,124 -4,090 -15.0% 0.52% $1.1M 2025-10-31 $48.57
2025 Q2 REDUCED 5.8% +1.3% ❌ 27,214 -1,674 -5.8% 0.68% $1.4M 2025-07-29 $47.95
2025 Q1 REDUCED 10.9% +1.5% ❌ 28,888 -3,525 -10.9% 0.83% $1.4M 2025-04-28 $47.20
2024 Q4 REDUCED 31.5% +0.9% ❌ 32,413 -14,904 -31.5% 0.91% $1.6M 2025-01-29 $46.75
2024 Q3 REDUCED 11.0% +1.4% ❌ 47,317 -5,872 -11.0% 1.33% $2.4M 2024-10-29 $46.15
2024 Q2 REDUCED 14.9% +1.5% ❌ 53,189 -9,316 -14.9% 1.62% $2.6M 2024-07-26 $45.46
2024 Q1 ADDED — — — 62,505 +38,105 +156.2% 1.95% $3.1M 2024-04-25 $44.84
2023 Q4 INITIATED — — — 24,400 — — 0.86% $1.2M 2024-01-30 $44.30

🏢 Other funds also holding CSHI

As of 2026 Q1 — sorted by position size

Richard P Slaughter Associates Inc 3Y 7.43% Gainplan LLC 3Y 7Y 6.59% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.54% Able Wealth Management LLC 2.39% Bright Futures Wealth Management, LLC. 1.28% RiverTree Advisors, LLC 3Y 1.01% Cannon Advisors, Inc. 0.74% Paladin Wealth, LLC 0.64% WT Wealth Management 3Y 0.58% Comprehensive Money Management Services LLC 0.45%

FAQ About Latitude Advisors, LLC and CSHI

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

How long has Latitude Advisors, LLC reported owning CSHI?

Latitude Advisors, LLC reported CSHI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSHI position in Latitude Advisors, LLC's portfolio?

The largest reported portfolio weight for CSHI was 1.95% in 2024 Q1.

What is the latest reported CSHI position on this page?

The most recent filing on this page is 2026 Q1, when Latitude Advisors, LLC reported 20,520 shares, equal to 0.47% of portfolio, with an estimated market value of $1.0M.

What does the chart on this CSHI ownership page compare?

The chart compares Latitude Advisors, LLC's quarterly CSHI 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.

How well did Latitude Advisors, LLC time their CSHI position?

Based on 13F filing dates vs. subsequent CSHI price moves, Latitude Advisors, LLC correctly timed 2 out of 9 reported position changes (22%). The annualised alpha on CSHI relative to SPY over the holding period was -11.9%.

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