Position in CSWC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$434,325
+$30,149 QoQ
Shares Held
18,272
0.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#93
of 190 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $1,968,590 across 6 Asset Management names. CSWC ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
This page
|
18,272 | $434,325 | |
| 2 | BSTZ |
BlackRock Science & Technology Term Trust
|
13,524 | $406,125 | |
| 3 | BLK |
BlackRock, Inc.
|
359 | $345,200 | |
| 4 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
23,459 | $324,437 | |
| 5 | KKR |
KKR & Co. Inc.
|
2,661 | $244,226 | |
| 6 | BX |
Blackstone Inc.
|
1,821 | $214,277 |
All Filings in CSWC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,325 | 18,272 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $404,176 | 18,272 | Shares | Sole | 2026-04-17 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||