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Core Wealth Partners LLC → CSWC
Core Wealth Partners LLC CSWC Position History
Capital Southwest Corporation
Quarters held
5
Latest value
$295K
Q3 2026
Peak value
$295K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $252K |
| Q4 2025 | $255K |
| Q1 2026 | $255K |
| Q2 2026 | $293K |
| Q3 2026 | $295K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $295K | 12.8K | — | — |
| Q2 2026 | $293K | 12.3K | — | — |
| Q1 2026 | $255K | 11.5K | — | — |
| Q4 2025 | $255K | 11.5K | — | — |
| Q3 2025 | $252K | 11.5K | — | — |