Position in CSW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$239,616
+$15,257 QoQ
Shares Held
861
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#256
of 352 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TCI Wealth Advisors, Inc. holds $3,761,712 across 6 Specialty Industrial Machinery names. CSW ranks #5 (6.4% of the industry book) .
All Filings in CSW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,616 | 861 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $224,359 | 861 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $253,609 | 864 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $209,736 | 864 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $247,821 | 864 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $251,873 | 864 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $304,466 | 863 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $316,194 | 863 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $228,697 | 862 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $202,225 | 862 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $119,757 | 862 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $99,931 | 862 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $103,267 | 862 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $88,708 | 861 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $95,718 | 814 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $98,380 | 814 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $108,672 | 851 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $96,426 | 814 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $112,590 | 834 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $91,094 | 814 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $62,881 | 814 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $56,255 | 814 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $52,787 | 814 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||