Back to CSWC
B. Riley Wealth Advisors, Inc. → CSWC
B. Riley Wealth Advisors, Inc. CSWC Position History
Capital Southwest Corporation
Quarters held
6
Latest value
$1.6M
Q3 2026
Peak value
$2.1M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $2.1M |
| Q3 2025 | $2M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.6M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 67.1K | — | — |
| Q2 2026 | $1.6M | 69.8K | — | — |
| Q1 2026 | $1.5M | 69.8K | — | — |
| Q4 2025 | $1.5M | 69.7K | — | — |
| Q3 2025 | $2M | 90.5K | — | — |
| Q1 2025 | $2.1M | 92.4K | — | — |