Capital Southwest Corporation shares owned by Core Wealth Partners
Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Core Wealth Partners
from 13F filings
Historical chart of Core Wealth Partners investment in Capital Southwest Corporation
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Quarterly reported holdings in Capital Southwest Corporation by Core Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $252k | 12k | 21.86 |
| 2025-06-30 | $254k | 12k | 22.04 |
| 2025-03-31 | $257k | 12k | 22.32 |
| 2024-12-31 | $251k | 12k | 21.82 |
| 2024-09-30 | $291k | 12k | 25.29 |
| 2024-03-31 | $288k | 12k | 24.96 |
| 2023-12-31 | $273k | 12k | 23.70 |
| 2023-09-30 | $264k | 12k | 22.90 |
| 2023-06-30 | $227k | 12k | 19.72 |
| 2023-03-31 | $205k | 12k | 17.78 |
| 2022-12-31 | $197k | 12k | 17.10 |
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