Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- Latest filing
- Aug 18, 2026
CSWC holding history
Capital Southwest Corp in every 13F filed by Beacon Pointe 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 (Q2 2026)
- 197,768
- Value
- $4.70M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 197,768 | $4.70M | <0.1% | +1,000+0.5% | Added | Holders |
| Q1 2026 | 196,768 | $4.35M | <0.1% | +1,750+0.9% | Added | Holders |
| Q4 2025 | 195,018 | $4.32M | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 195,018 | $4.26M | <0.1% | −31,194−13.8% | Reduced | Holders |
| Q2 2025 | 226,212 | $4.99M | 0.1% | −188,277−45.4% | Reduced | Holders |
| Q1 2025 | 414,489 | $9.25M | 0.1% | −75,802−15.5% | Reduced | Holders |
| Q4 2024 | 490,291 | $10.7M | 0.1% | +459,291+1,481.6% | Added | Holders |
| Q3 2024 | 31,000 | $784.0K | <0.1% | −62−0.2% | Reduced | Holders |
| Q2 2024 | 31,062 | $810.4K | <0.1% | −406,327−92.9% | Reduced | Holders |
| Q1 2024 | 437,389 | $10.9M | 0.1% | +31,978+7.9% | Added | Holders |
| Q4 2023 | 405,411 | $9.61M | 0.1% | +362,981+855.5% | Added | Holders |
| Q3 2023 | 42,430 | $971.6K | <0.1% | +42,430 | New | Holders |