Atria Wealth Solutions, Inc.
- SEC CIK
- 0001927543
- Latest filing
- Jul 25, 2025
CSWC holding history
Capital Southwest Corp in every 13F filed by Atria Wealth Solutions, Inc., 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 2025 holdings
- Shares (Q2 2025)
- 9,738
- Value
- $214.6K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 9,738 | $214.6K | <0.1% | +9,738 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −7,668−100.0% | Sold out | Holders |
| Q2 2024 | 7,668 | $200.1K | <0.1% | +7,668 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −13,670−100.0% | Sold out | Holders |
| Q4 2023 | 13,670 | $324.0K | <0.1% | −1,434−9.5% | Reduced | Holders |
| Q3 2023 | 15,104 | $345.9K | <0.1% | −2,004−11.7% | Reduced | Holders |
| Q2 2023 | 17,108 | $337.4K | <0.1% | +1,784+11.6% | Added | Holders |
| Q1 2023 | 15,324 | $272.5K | <0.1% | +15,324 | New | Holders |