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Creative Planning CSWC Position History
Capital Southwest Corporation
Quarters held
10
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q1 2026 | $220K |
| Q1 2026 | $1.4M |
| Q2 2026 | $119K |
| Q2 2026 | $175K |
| Q2 2026 | $1.2M |
| Q3 2026 | $116K |
| Q3 2026 | $148K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 16.1K | — | — |
| Q3 2026 | $148K | 6.4K | — | — |
| Q3 2026 | $116K | 5.0K | — | — |
| Q2 2026 | $1.2M | 15.8K | — | — |
| Q2 2026 | $175K | 7.4K | — | — |
| Q2 2026 | $119K | 5.0K | — | — |
| Q1 2026 | $1.4M | 15.8K | — | — |
| Q1 2026 | $220K | 9.9K | — | — |
| Q4 2025 | $1.4M | 16.3K | — | — |
| Q3 2025 | $1.1M | 15.1K | — | — |