MONTICELLO WEALTH MANAGEMENT, LLC
Holdings in CSWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $404,724 | 18,272 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $399,425 | 18,272 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $402,714 | 18,272 | Shares | Sole | 2025-07-21 |
| 2025-03-31 | $407,831 | 18,272 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $398,695 | 18,272 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $462,098 | 18,272 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $476,716 | 18,272 | Shares | Sole | 2024-07-26 |
| 2024-03-31 | $456,069 | 18,272 | Shares | Sole | 2024-04-24 |
| 2023-12-31 | $433,046 | 18,272 | Shares | Sole | 2024-02-01 |
| 2023-09-30 | $418,428 | 18,272 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $360,323 | 18,272 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $324,876 | 18,272 | Shares | Sole | 2023-05-02 |
| 2022-12-31 | $312,451 | 18,272 | Shares | Sole | 2023-02-06 |
| 2022-09-30 | $309,527 | 18,272 | Shares | Sole | 2022-10-31 |
| 2022-06-30 | $336,570 | 18,272 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $433,594 | 18,272 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $461,916 | 18,272 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $460,088 | 18,272 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $424,458 | 18,272 | Shares | Sole | 2021-07-20 |
| 2021-03-31 | $404,907 | 18,272 | Shares | Sole | 2021-04-26 |