HHM Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Southwest Corporation by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 500 25.29
2024-06-30 $13k 500 26.09

More positions owned by HHM Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)

View all positions for HHM Wealth Advisors

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