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Womack Financial LLC CSWC Position History
Capital Southwest Corporation
Quarters held
10
Latest value
$5.5M
Q3 2026
Peak value
$5.5M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $4.1M |
| Q1 2025 | $4.2M |
| Q1 2025 | $4.2M |
| Q2 2025 | $4.2M |
| Q2 2025 | $4.4M |
| Q3 2025 | $4.5M |
| Q4 2025 | $4.8M |
| Q1 2026 | $5.1M |
| Q2 2026 | $5.5M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 239.3K | — | — |
| Q2 2026 | $5.5M | 230.5K | — | — |
| Q1 2026 | $5.1M | 232.3K | — | — |
| Q4 2025 | $4.8M | 217.1K | — | — |
| Q3 2025 | $4.5M | 206.4K | — | — |
| Q2 2025 | $4.4M | 199.3K | — | — |
| Q2 2025 | $4.2M | 189.2K | — | — |
| Q1 2025 | $4.2M | 189.2K | — | — |
| Q1 2025 | $4.2M | 189.2K | — | — |
| Q4 2024 | $4.1M | 187.4K | — | — |