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Capital Southwest Corporation shares owned by LBMC Investment Advisors

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

Historical chart of LBMC Investment Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Southwest Corporation by LBMC Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 18k 21.86
2025-06-30 $402k 18k 22.04
2025-03-31 $407k 18k 22.32
2024-12-31 $398k 18k 21.82
2024-09-30 $462k 18k 25.29
2024-06-30 $476k 18k 26.09

More positions owned by LBMC Investment Advisors

iShares S&P 500 Index (IVV)
Invesco S&p 500 Equal Weight Etf (RSP)
iShares Russell 2000 Index (IWM)
Ishares High Dividend Equity F (HDV)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI EAFE Index Fund (EFA)
Ishares Tr (IBHH)
Ishares Tr (IBHG)
iShares Dow Jones Select Dividend (DVY)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr (IBHF)
Vanguard High Dividend Yield ETF (VYM)
Ishares Tr (IBHI)
iShares S&P SmallCap 600 Index (IJR)
Hca Holdings (HCA)

View all positions for LBMC Investment 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