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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Quarterly reported holdings in Capital Southwest Corporation by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $201k | 9.1k | 22.04 |
| 2024-12-31 | $109k | 5.0k | 21.82 |
| 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 |
Top funds holding Capital Southwest Corporation
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