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Wealthstar Advisors, LLC → CSWC

Wealthstar Advisors, LLC CSWC Position History

Capital Southwest Corporation

Quarters held
4
Latest value
$114K
Q3 2026
Peak value
$114K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$107K
Q1 2026$112K
Q2 2026$113K
Q3 2026$114K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$114K108.0K——
Q2 2026$113K108.0K——
Q1 2026$112K108.0K——
Q4 2025$107K108.0K——

Other funds holding CSWC

Other Wealthstar Advisors, LLC positions

BLK

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$10.2M
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$10.1M
BLK

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$10.1M
ETHA

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$10M
ETHA

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$10M
BLK

ISHARES TR

$9.7M
BLK

ISHARES TR

$9.5M