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Beacon Pointe Advisors, LLC: CSWC position timeline

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

Beacon Pointe Advisors, LLC held 197,768 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,768 shares
    Change vs previous 13F +1,000 shares

    0.02% of the 13F portfolio, value $4,700,946.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 196,768 shares
    Change vs previous 13F +1,750 shares

    0.02% of the 13F portfolio, value $4,352,509.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 195,018 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $4,319,649.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 195,018 shares
    Change vs previous 13F -31,194 shares

    0.04% of the 13F portfolio, value $4,263,094.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    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 226,212 shares
    Change vs previous 13F -188,277 shares

    0.05% of the 13F portfolio, value $4,985,712.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    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 414,489 shares
    Change vs previous 13F -75,802 shares

    0.1% of the 13F portfolio, value $9,251,394.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 490,291 shares
    Change vs previous 13F +459,291 shares

    0.12% of the 13F portfolio, value $10,698,150.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    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 31,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $783,990.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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