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Advisors Asset Management, Inc.: CSWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on CSWC, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 98,619 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,619 shares
    Change vs previous 13F -9,781 shares

    0.04% of the 13F portfolio, value $2,344,174.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 108,400 shares
    Change vs previous 13F +4,937 shares

    0.04% of the 13F portfolio, value $2,397,808.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 103,463 shares
    Change vs previous 13F -19,172 shares

    0.04% of the 13F portfolio, value $2,291,705.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 122,635 shares
    Change vs previous 13F +10,124 shares

    0.05% of the 13F portfolio, value $2,680,801.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 112,511 shares
    Change vs previous 13F -36,054 shares

    0.04% of the 13F portfolio, value $2,479,742.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 148,565 shares
    Change vs previous 13F -978 shares

    0.06% of the 13F portfolio, value $3,315,971.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 149,543 shares
    Change vs previous 13F -33,063 shares

    0.06% of the 13F portfolio, value $3,263,028.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 182,606 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,618,106.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).