WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in CSW — Csw Industrials, Inc.
CIK 752365
SOUTH BEND, IN
Position in CSW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,247,829
+$143,907 QoQ
Shares Held
8,077
+0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#118
of 352 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $4,739,770 across 6 Specialty Industrial Machinery names. CSW ranks #1 (47.4% of the industry book) .
All Filings in CSW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,247,829 | 8,077 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,103,922 | 8,074 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,352,642 | 8,015 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,942,000 | 8,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,294,640 | 8,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,332,160 | 8,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,822,752 | 8,001 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,931,120 | 8,000 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,122,480 | 8,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,876,800 | 8,000 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,659,280 | 8,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,401,920 | 8,000 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,329,520 | 8,000 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,111,440 | 8,000 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $927,440 | 8,000 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $958,400 | 8,000 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $824,240 | 8,000 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $940,720 | 8,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $966,880 | 8,000 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,021,600 | 8,000 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $947,680 | 8,000 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,080,000 | 8,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $895,280 | 8,000 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $618,000 | 8,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $552,880 | 8,000 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||