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Capital Southwest Corporation shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Capital Southwest Corporation

Tip: Access up to 7 years of quarterly data

All positions including Capital Southwest Corporation held by Redmont 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 Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 68k 21.86
2025-06-30 $1.5M 68k 22.04
2025-03-31 $1.2M 54k 22.32
2024-12-31 $1.5M 67k 21.82
2024-09-30 $1.7M 69k 25.29
2024-06-30 $1.9M 71k 26.09
2024-03-31 $2.0M 79k 24.96
2023-12-31 $1.9M 80k 23.70
2023-09-30 $1.7M 76k 22.90
2023-06-30 $897k 46k 19.72

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for Redmont 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