Venturi Wealth Management, LLC
- SEC CIK
- 0001666363
- Latest filing
- Jul 20, 2026
CSWC holding history
Capital Southwest Corp in every 13F filed by Venturi Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CSWC overviewAll 13F holders of CSWCFull Q2 2026 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −55−100.0% | Sold out | Holders |
| Q2 2024 | 55 | $1.44K | <0.1% | +11+25.0% | Added | Holders |
| Q1 2024 | 44 | $1.10K | <0.1% | −22−33.3% | Reduced | Holders |
| Q4 2023 | 66 | $1.56K | <0.1% | +11+20.0% | Added | Holders |
| Q3 2023 | 55 | $1.26K | <0.1% | +55 | New | Holders |