SageView Advisory Group, LLC
Holdings in CSW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,711,213 | 19,457 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $5,952,472 | 24,521 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $7,846,521 | 27,356 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,579,692 | 19,140 | Shares | Sole | 2025-05-19 |
| 2024-12-31 | $7,610,954 | 21,573 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $3,963,240 | 10,817 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $6,458,176 | 24,342 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $4,199,809 | 17,902 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,713,053 | 17,902 | Shares | Sole | 2024-03-06 |
| 2023-09-30 | $1,406,301 | 8,025 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $1,351,623 | 8,133 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $1,123,387 | 8,086 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $937,409 | 8,086 | Shares | Sole | 2023-02-15 |