Back to CSWC
Cambridge Investment Research Advisors, Inc. → CSWC
Cambridge Investment Research Advisors, Inc. CSWC Position History
Capital Southwest Corporation
Quarters held
12
Latest value
$2.9M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $738K |
| Q3 2025 | $3.3M |
| Q4 2025 | $843K |
| Q4 2025 | $3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $3.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $3M |
| Q2 2026 | $1.5M |
| Q2 2026 | $3M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 33.9K | — | — |
| Q3 2026 | $1.5M | 64.5K | — | — |
| Q2 2026 | $3M | 39.3K | — | — |
| Q2 2026 | $1.5M | 63.3K | — | — |
| Q2 2026 | $3M | 39.3K | — | — |
| Q2 2026 | $1.5M | 63.3K | — | — |
| Q1 2026 | $3.9M | 43.6K | — | — |
| Q1 2026 | $1.2M | 55.8K | — | — |
| Q4 2025 | $3M | 36.4K | — | — |
| Q4 2025 | $843K | 38.1K | — | — |
| Q3 2025 | $3.3M | 46.1K | — | — |
| Q3 2025 | $738K | 33.8K | — | — |