SageGuard Financial Group, LLC

Position in CSWC — Capital Southwest Corp

CIK 1861378 GOODLETTSVILLE, TN

Position in CSWC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$216,829

+$2,487 QoQ

Shares Held

9,122

-5.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#128

of 190 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SageGuard Financial Group, LLC holds $1,780,219 across 5 Asset Management names. CSWC ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBDC	Barings BDC, Inc.	105,864	$901,961
2	ARCC	Ares Capital Corp	15,176	$281,211
3	JPC	Nuveen Preferred & Income Opportunities Fund	27,604	$217,519
4	CSWC	Capital Southwest Corp This page	9,122	$216,829
5	HTGC	Hercules Capital, Inc.	10,317	$162,699

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,829	9,122	-5.9%	Shares	Sole	2026-07-27
2026-03-31	$214,342	9,690	-20.0%	Shares	Sole	2026-04-23
2025-12-31	$268,302	12,113	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.