Back to CSWC
Golden State Wealth Management, LLC → CSWC
Golden State Wealth Management, LLC CSWC Position History
Capital Southwest Corporation
Quarters held
5
Latest value
$123K
Q3 2026
Peak value
$129K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5K |
| Q4 2025 | $120K |
| Q1 2026 | $129K |
| Q2 2026 | $111K |
| Q3 2026 | $123K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $123K | 1.4K | — | — |
| Q2 2026 | $111K | 1.4K | — | — |
| Q1 2026 | $129K | 1.4K | — | — |
| Q4 2025 | $120K | 1.4K | — | — |
| Q3 2025 | $5K | 63 | — | — |