CSMD β€” PROFESIONALLY MANAGED PORTFO

Ownership history in NORDEN GROUP LLC  Β·  7 quarters on record

AI Ownership Summary

NORDEN GROUP LLC reported PROFESIONALLY MANAGED PORTFO (CSMD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows CSMD at 0.07% 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 CSMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORDEN GROUP LLC's position in PROFESIONALLY MANAGED PORTFO, 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 Q4

CSMD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 NORDEN GROUP LLC held CSMD β€” position size vs. price
% of Fund (quarterly)    CSMD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,167 +45 +0.2% 0.07% $701K 2026-02-14 (Est.) $33.68
2025 Q3 REDUCED 22,122 -227 -1.0% 0.07% $737K 2025-10-15 $33.34
2025 Q2 UNCHANGED 22,349 β€” 0% 0.08% $697K 2025-07-15 $30.90
2025 Q1 REDUCED 22,349 -1,647 -6.9% 0.07% $618K 2025-05-07 $29.09
2024 Q4 REDUCED 23,996 -5,412 -18.4% 0.08% $718K 2025-02-05 $31.00
2024 Q3 ADDED 29,408 +20,126 +216.8% 0.10% $880K 2024-10-17 $30.07
2024 Q2 INITIATED 9,282 β€” β€” 0.05% $266K 2024-08-06 $28.11

FAQ About NORDEN GROUP LLC and CSMD

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

How long has NORDEN GROUP LLC reported owning CSMD?

NORDEN GROUP LLC reported CSMD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CSMD position in NORDEN GROUP LLC's portfolio?

The largest reported portfolio weight for CSMD was 0.10% in 2024 Q3.

What is the latest reported CSMD position on this page?

The most recent filing on this page is 2025 Q4, when NORDEN GROUP LLC reported 22,167 shares, equal to 0.07% of portfolio, with an estimated market value of $701K.

What does the chart on this CSMD ownership page compare?

The chart compares NORDEN GROUP LLC's quarterly CSMD 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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