Beacon Pointe Advisors, LLC
Holdings in CSW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,672,353 | 12,511 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $3,112,540 | 12,822 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,666,834 | 12,784 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $3,774,892 | 12,949 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,619,563 | 13,094 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $215,803 | 589 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $313,861 | 1,183 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $3,034,316 | 12,934 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $2,682,640 | 12,934 | Shares | Sole | 2024-02-08 |