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Capital Southwest Corp shares owned by Wellesley Investment Advisors

Quarter-by-quarter ownership of Capital Southwest Corp shares owned by Wellesley Investment Advisors from 13F filings

Historical chart of Wellesley Investment Advisors investment in Capital Southwest Corp

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corp held by Wellesley Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corp by Wellesley Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18B 18M 988.23
2025-06-30 $20B 20M 988.80
2025-03-31 $20B 20M 978.91
2024-12-31 $19B 19M 976.93