Back to CSWC
Legacy Capital Wealth Partners, LLC → CSWC
Legacy Capital Wealth Partners, LLC CSWC Position History
Capital Southwest Corporation
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 78.6K | — | — |
| Q2 2026 | $1.8M | 74.7K | — | — |
| Q1 2026 | $1.6M | 71.2K | — | — |
| Q4 2025 | $1.5M | 66.2K | — | — |
| Q3 2025 | $1.3M | 58.6K | — | — |