Beacon Pointe Advisors, LLC
Holdings in CSWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,319,648 | 195,018 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $4,263,093 | 195,018 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,985,712 | 226,212 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $9,251,394 | 414,489 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $10,698,149 | 490,291 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $783,990 | 31,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $810,407 | 31,062 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $10,917,229 | 437,389 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $9,608,240 | 405,411 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $971,647 | 42,430 | Shares | Sole | 2023-11-14 |