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Asset One Wealth Management LLC → CSWC
Asset One Wealth Management LLC CSWC Position History
Capital Southwest Corporation
Quarters held
4
Latest value
$12.8M
Q3 2026
Peak value
$13.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $12.9M |
| Q1 2026 | $13.2M |
| Q2 2026 | $10.8M |
| Q3 2026 | $12.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.8M | 149.2K | — | — |
| Q2 2026 | $10.8M | 143.4K | — | — |
| Q1 2026 | $13.2M | 140.4K | — | — |
| Q4 2025 | $12.9M | 138.3K | — | — |