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Capital Southwest Corporation shares owned by Creative Planning

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Capital Southwest Corporation

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All positions including Capital Southwest Corporation held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $282k 11k 25.29
2024-06-30 $279k 11k 26.09
2024-03-31 $256k 10k 24.96
2023-12-31 $235k 9.9k 23.70
2021-03-31 $1.8M 83k 22.16
2020-03-31 $1.4M 123k 11.42
2019-12-31 $2.7M 129k 20.81
2019-09-30 $2.8M 129k 21.80
2019-06-30 $391k 19k 20.94
2019-03-31 $432k 21k 21.02
2018-12-31 $395k 21k 19.22
2016-12-31 $8.0k 500 16.00

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Two Sigma Advisers
Asset Management Investors
Sanders Morris Harris
Sound Income Strategies
Two Sigma Investments
Invesco
Harbor Capital Advisors
Melia Wealth
First Manhattan
Tectonic Advisors
Hennion & Walsh Asset Management
BlackRock
LPL Financial
Advisors Asset Management

View all funds holding Capital Southwest Corporation