LBMC INVESTMENT ADVISORS, LLC

Position in CSWC — Capital Southwest Corp

CIK 1536924 BRENTWOOD, TN

Position in CSWC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$433,802

+$30,112 QoQ

Shares Held

18,250

0.0% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#94

of 190 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LBMC INVESTMENT ADVISORS, LLC holds $2,072,972 across 4 Asset Management names. CSWC ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	9,487	$1,116,335
2	CSWC	Capital Southwest Corp This page	18,250	$433,802
3	MAIN	Main Street Capital CORP	6,636	$344,275
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	12,000	$178,560

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,802	18,250	0.0%	Shares	Sole	2026-08-10
2026-03-31	$403,690	18,250	0.0%	Shares	Sole	2026-05-14
2025-12-31	$404,237	18,250	0.0%	Shares	Sole	2026-02-12
2025-09-30	$398,945	18,250	0.0%	Shares	Sole	2025-10-07
2025-06-30	$402,230	18,250	0.0%	Shares	Sole	2025-07-09
2025-03-31	$407,340	18,250	0.0%	Shares	Sole	2025-04-09
2024-12-31	$398,215	18,250	0.0%	Shares	Sole	2025-01-16
2024-09-30	$461,542	18,250	0.0%	Shares	Sole	2024-10-08
2024-06-30	$476,142	18,250	—	Shares	Sole	2024-07-11
No filing history on record for this holder in this stock.