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Capital Southwest Corporation shares owned by HHM Wealth Advisors

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

Historical chart of HHM Wealth Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 700 21.86
2025-06-30 $11k 500 22.04
2025-03-31 $11k 500 22.32
2024-12-31 $11k 500 21.82
2024-09-30 $13k 500 25.29
2024-06-30 $13k 500 26.09

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Spdr Series Trust Portfolio S&p400 (SPMD)
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Apple (AAPL)
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Schwab Strategic Tr Us Mid-cap Etf (SCHM)
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Microsoft Corporation (MSFT)
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View all positions for HHM Wealth Advisors

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