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Capital Southwest Corp shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Capital Southwest Corp shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Capital Southwest Corp

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corp held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corp by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $16k 16k 0.98

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Capital Southwest Corp

Foursixthree Capital
Wellesley Investment Advisors
Advent Capital Management
Wolverine Asset Management
Victory Capital Management
Smh Capital Advisors
Millennium Management
Jump Financial
Saba Capital Management
Two Sigma Investments
Income Research & Management
Kim
Weiss Asset Management LP[1
Schroder Investment Management Group
Palisade Capital Management

View all funds holding Capital Southwest Corp