Apollon Wealth Management »

Capital Southwest Corporation shares owned by Apollon Wealth Management

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Apollon Wealth Management from 13F filings

Historical chart of Apollon Wealth Management investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Apollon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by Apollon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $537k 25k 21.86
2025-06-30 $525k 24k 22.04
2025-03-31 $480k 22k 22.32
2024-12-31 $451k 21k 21.82
2024-09-30 $520k 21k 25.29
2024-06-30 $535k 21k 26.09
2024-03-31 $511k 21k 24.96
2023-12-31 $484k 20k 23.70
2023-09-30 $442k 19k 22.90
2023-06-30 $374k 19k 19.72

More positions owned by Apollon Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Amazon (AMZN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Pgim Etf Tr Total Return Bon (PTRB)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hartford Fds Exchange Traded Core Bd Etf (HCRB)

View all positions for Apollon Wealth Management

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
UBS Group
Sound Income Strategies
Melia Wealth
BlackRock
Asset Management Investors
Cetera Investment Advisers
Envestnet Asset Management
Legal & General Group
Columbus Macro
Franklin Resources
Raymond James Financial

View all funds holding Capital Southwest Corporation