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COMMONWEALTH EQUITY SERVICES, LLC → CSWC
COMMONWEALTH EQUITY SERVICES, LLC CSWC Position History
Capital Southwest Corporation
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q4 2025 | $2.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $4.1M |
| Q2 2026 | $861K |
| Q2 2026 | $3.5M |
| Q3 2026 | $715K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 31.6K | — | — |
| Q3 2026 | $715K | 30.9K | — | — |
| Q2 2026 | $3.5M | 45.5K | — | — |
| Q2 2026 | $861K | 36.2K | — | — |
| Q1 2026 | $4.1M | 45.6K | — | — |
| Q1 2026 | $1.2M | 55.0K | — | — |
| Q4 2025 | $2.9M | 34.3K | — | — |
| Q4 2025 | $2M | 92.3K | — | — |