CSM Advisors, LLC AEPFX EUROPACIFIC GROWTHF

Ownership history in CSM Advisors, LLC  ·  13 quarters on record

AI Ownership Summary

CSM Advisors, LLC reported EUROPACIFIC GROWTHF (AEPFX) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q2. The latest visible filing shows AEPFX at 0.02% 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 AEPFX 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 EUROPACIFIC GROWTHF, 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

AEPFX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

How CSM Advisors, LLC held AEPFX — position size vs. price
% of Fund (quarterly)    AEPFX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 14,734 0% 0.02% $864 2026-05-15 $60.40
2025 Q4 UNCHANGED 14,734 0% 0.02% $889K 2026-02-11 $61.29
2025 Q3 UNCHANGED 14,734 0% 0.03% $947K 2025-11-14 $55.44
2025 Q2 UNCHANGED 14,734 0% 0.03% $891K 2025-08-07 $51.84
2025 Q1 UNCHANGED 14,734 0% 0.04% $810K 2025-05-14 $48.53
2024 Q4 UNCHANGED 14,734 0% 0.05% $789K 2025-02-14 $47.60
2024 Q3 UNCHANGED 14,734 0% 0.06% $886K 2024-11-14 $45.04
2024 Q2 UNCHANGED 14,734 0% 0.06% $841K 2024-08-14 $45.09
2024 Q1 UNCHANGED 14,734 0% 0.06% $863K 2024-05-15 $46.30
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CSM Advisors, LLC and AEPFX

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 AEPFX?

CSM Advisors, LLC reported AEPFX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for AEPFX was 0.06% in 2024 Q2.

What is the latest reported AEPFX position on this page?

The most recent filing on this page is 2026 Q1, when CSM Advisors, LLC reported 14,734 shares, equal to 0.02% of portfolio, with an estimated market value of $864.

What does the chart on this AEPFX ownership page compare?

The chart compares CSM Advisors, LLC's quarterly AEPFX 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.

← Back to CSM Advisors, LLC Holdings