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Sound Income Strategies, LLC → CSWC

Sound Income Strategies, LLC CSWC Position History

Capital Southwest Corporation

Quarters held
5
Latest value
$20.8M
Q3 2026
Peak value
$22.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$15.1M
Q4 2025$21M
Q1 2026$19.8M
Q2 2026$22.2M
Q3 2026$20.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$20.8M876.0K——
Q2 2026$22.2M934.3K——
Q1 2026$19.8M903.3K——
Q4 2025$21M886.0K——
Q3 2025$15.1M756.8K——

Other funds holding CSWC

Other Sound Income Strategies, LLC positions

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FUN

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ARCC

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HCXY

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$51.1M