JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

CSWC holding history

Capital Southwest Corp in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSWC overview All 13F holders of CSWC Full Q2 2026 holdings

Shares (Q2 2026): 69
Value: $1.64K
% of portfolio: <0.1%
Quarters held: 2; Since Q3 2025

Holdings of CSWC by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	69	$1.64K	<0.1%	+69	New	Holders
Q4 2025	0	$0	0.0%	−200−100.0%	Sold out	Holders
Q3 2025	200	$4.37K	<0.1%	+200	New	Holders