CSMD — PROFESIONALLY MANAGED PORTFO

Ownership history in Revisor Wealth Management LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Revisor Wealth Management LLC reported a position in PROFESIONALLY MANAGED PORTFO (CSMD). 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
0.19% (2025 Q4)
Avg. % of fund
0.13%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,973 +13,974 +199.7% 0.19% $706K $31.62
2025 Q3 INITIATED 6,999 — — 0.08% $234K $33.31
% of Fund (quarterly)    CSMD price (monthly, adj. close)

Other funds also holding CSMD

As of 2025 Q4 — sorted by position size

HANTZ FINANCIAL SERVICES, INC. 3Y 3.49% Clarendon Private LLC 2.2% Beacon Bank & Trust 3Y 0.67% MGO ONE SEVEN LLC 3Y 7Y 0.3% Brooklyn Investment Group 0.25% Financial Network Wealth Advisors LLC 0.25% Portside Wealth Group, LLC 0.25% NORDEN GROUP LLC 0.07% Integrated Wealth Concepts LLC 3Y 7Y 0.05% Rockefeller Capital Management L.P. 3Y 7Y 0.04%
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