Foundations Investment Advisors, LLC
Holdings in CSWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,876,132 | 129,848 | Shares | Other | 2026-02-10 |
| 2025-09-30 | $2,850,194 | 130,384 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $2,605,039 | 118,196 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,380,896 | 106,671 | Shares | Sole | 2025-05-07 |
| 2024-12-31 | $2,208,925 | 101,234 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $2,051,752 | 81,129 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $1,758,544 | 67,403 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,633,706 | 65,453 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,293,024 | 54,558 | Shares | Sole | 2024-02-08 |