Position in CSWC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,571,981
+$247,723 QoQ
Shares Held
66,133
+10.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#54
of 190 holders
Holding Since
Mar 2024
9 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, 2026COZAD ASSET MANAGEMENT INC holds $2,872,398 across 2 Asset Management names. CSWC ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
This page
|
66,133 | $1,571,981 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
43,103 | $1,300,417 |
All Filings in CSWC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,571,981 | 66,133 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,324,258 | 59,867 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,160,217 | 52,380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,085,917 | 49,676 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $1,052,410 | 47,151 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $912,817 | 41,834 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,539,452 | 60,872 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,690,058 | 64,778 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,556,755 | 62,370 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||