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INDEPENDENT FINANCIAL GROUP, LLC → CSWC
INDEPENDENT FINANCIAL GROUP, LLC CSWC Position History
Capital Southwest Corporation
Quarters held
9
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q2 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2024 | $304K |
| Q3 2024 | $332K |
| Q4 2024 | $301K |
| Q1 2025 | $329K |
| Q2 2025 | $231K |
| Q1 2026 | $337K |
| Q1 2026 | $407K |
| Q2 2026 | $1.4M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 91.9K | — | — |
| Q2 2026 | $1.4M | 59.1K | — | — |
| Q1 2026 | $407K | 18.4K | — | — |
| Q1 2026 | $337K | 15.2K | — | — |
| Q2 2025 | $231K | 10.5K | — | — |
| Q1 2025 | $329K | 14.7K | — | — |
| Q4 2024 | $301K | 13.8K | — | — |
| Q3 2024 | $332K | 13.1K | — | — |
| Q2 2024 | $304K | 11.6K | — | — |