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Capital Southwest Corporation shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Capital Southwest Corporation

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

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Quarterly reported holdings in Capital Southwest Corporation by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 365k 21.86
2025-06-30 $7.4M 336k 22.04
2025-03-31 $1.0M 45k 22.32
2024-12-31 $1.5M 70k 21.82
2024-09-30 $319k 13k 25.29
2024-06-30 $381k 15k 26.09
2024-03-31 $635k 25k 24.96
2023-09-30 $877k 38k 22.90
2023-06-30 $728k 37k 19.72
2023-03-31 $692k 39k 17.78
2022-12-31 $529k 31k 17.10
2022-09-30 $504k 30k 16.92
2022-06-30 $451k 25k 18.44
2022-03-31 $449k 19k 23.75
2021-12-31 $265k 11k 25.31
2021-09-30 $338k 13k 25.15
2021-06-30 $348k 15k 23.23
2021-03-31 $324k 15k 22.15
2020-12-31 $312k 18k 17.73