Monticello Wealth Management, LLC

SEC CIK: 0001791996
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

CSW holding history

CSW Industrials, Inc. in every 13F filed by Monticello Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

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

Shares (Q2 2026): 18,272
Value: $5.09M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CSW by Monticello Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,272	$5.09M	0.3%	00.0%	Unchanged	Holders
Q1 2026	18,272	$4.76M	0.3%	00.0%	Unchanged	Holders
Q4 2025	18,272	$5.36M	0.3%	00.0%	Unchanged	Holders
Q3 2025	18,272	$4.44M	0.3%	00.0%	Unchanged	Holders
Q2 2025	18,272	$5.24M	0.4%	00.0%	Unchanged	Holders
Q1 2025	18,272	$5.33M	0.4%	00.0%	Unchanged	Holders
Q4 2024	18,272	$6.45M	0.5%	00.0%	Unchanged	Holders
Q3 2024	18,272	$6.69M	0.6%	00.0%	Unchanged	Holders
Q2 2024	18,272	$4.85M	0.5%	00.0%	Unchanged	Holders
Q1 2024	18,272	$4.29M	0.4%	00.0%	Unchanged	Holders
Q4 2023	18,272	$3.79M	0.3%	00.0%	Unchanged	Holders
Q3 2023	18,272	$3.20M	0.3%	00.0%	Unchanged	Holders
Q2 2023	18,272	$3.04M	0.3%	00.0%	Unchanged	Holders
Q1 2023	18,272	$2.12M	0.2%	00.0%	Unchanged	Holders
Q4 2022	18,272	$2.12M	0.2%	00.0%	Unchanged	Holders
Q3 2022	18,272	$2.19M	0.3%	00.0%	Unchanged	Holders
Q2 2022	18,272	$1.88M	0.2%	00.0%	Unchanged	Holders
Q1 2022	18,272	$2.15M	0.2%	00.0%	Unchanged	Holders
Q4 2021	18,272	$2.21M	0.2%	00.0%	Unchanged	Holders
Q3 2021	18,272	$2.33M	0.2%	00.0%	Unchanged	Holders
Q2 2021	18,272	$2.17M	0.2%	00.0%	Unchanged	Holders
Q1 2021	18,272	$2.47M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.