CSM — PROSHARES TR

Ownership history in Patten Group, Inc.  ·  19 quarters on record

This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in PROSHARES TR (CSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2025 Q4)
Avg. % of fund
0.14%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 24,066 +10,599 +78.7% 0.35% $1.9M $79.68
2025 Q3 ADDED 13,467 +607 +4.7% 0.20% $1.0M $76.32
2025 Q2 REDUCED 12,860 -103 -0.8% 0.19% $906K $70.06
2025 Q1 ADDED 12,963 +4,422 +51.8% 0.19% $826K $63.17
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CSM price (monthly, adj. close)

Other funds also holding CSM

As of 2025 Q4 — sorted by position size

Waterfront Wealth Inc. 3Y 1.66% GILL CAPITAL PARTNERS, LLC 3Y 1.15% Onyx Bridge Wealth Group LLC 3Y 0.99% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.64% Duncan Williams Asset Management, LLC 0.62% MANCHESTER FINANCIAL INC 3Y 7Y 0.46% Elmwood Wealth Management, Inc. 3Y 7Y 0.35% Navis Wealth Advisors, LLC 3Y 0.34% Prosperity Financial Group, Inc. 0.28% Legacy Private Trust Co. 3Y 7Y 0.26%
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