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Summit Trail Advisors, LLC

SEC CIK
0001698478
Latest filing
Aug 11, 2026

CSWC holding history

Capital Southwest Corp in every 13F filed by Summit Trail Advisors, 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 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of CSWC by Summit Trail Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−10,630−100.0%Sold outHolders
Q2 202510,630$234.3K<0.1%+10,630NewHolders