MONTICELLO WEALTH MANAGEMENT, LLC
Holdings in CSW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,363,380 | 18,272 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $4,435,528 | 18,272 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $5,240,957 | 18,272 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $5,326,653 | 18,272 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $6,446,361 | 18,272 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $6,694,678 | 18,272 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,847,744 | 18,272 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $4,286,611 | 18,272 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $3,789,795 | 18,272 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $3,201,985 | 18,272 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $3,036,623 | 18,272 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $2,538,528 | 18,272 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $2,118,272 | 18,272 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $2,188,985 | 18,272 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $1,882,564 | 18,272 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $2,148,604 | 18,272 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $2,208,353 | 18,272 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $2,333,334 | 18,272 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $2,164,501 | 18,272 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $2,466,720 | 18,272 | Shares | Sole | 2021-04-26 |