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CALDWELL SUTTER CAPITAL, INC.: CSWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALDWELL SUTTER CAPITAL, INC. on CSWC, newest first. How the timeline and the estimate are built.

CALDWELL SUTTER CAPITAL, INC. held 36,618 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,618 shares
    Change vs previous 13F -400 shares

    0.33% of the 13F portfolio, value $870,410.

    13F-HR 0000702007-26-000009 filed by CALDWELL SUTTER CAPITAL, 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 37,018 shares
    Change vs previous 13F -1,066 shares

    0.33% of the 13F portfolio, value $818,838.

    13F-HR 0000702007-26-000007 filed by CALDWELL SUTTER CAPITAL, 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 38,084 shares
    Change vs previous 13F -2,968 shares

    0.36% of the 13F portfolio, value $843,561.

    13F-HR 0000702007-26-000002 filed by CALDWELL SUTTER CAPITAL, 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 41,052 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $897,397.

    13F-HR 0000702007-25-000010 filed by CALDWELL SUTTER CAPITAL, 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 41,052 shares
    Change vs previous 13F -676 shares

    0.41% of the 13F portfolio, value $904,786.

    13F-HR 0001415889-25-019662 filed by CALDWELL SUTTER CAPITAL, 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 41,728 shares
    Change vs previous 13F -700 shares

    0.44% of the 13F portfolio, value $931,369.

    13F-HR 0001415889-25-010784 filed by CALDWELL SUTTER CAPITAL, 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 42,428 shares
    Change vs previous 13F -800 shares

    0.43% of the 13F portfolio, value $925,779.

    13F-HR 0001415889-25-001734 filed by CALDWELL SUTTER CAPITAL, 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 43,228 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,093,236.

    13F-HR 0001415889-24-025629 filed by CALDWELL SUTTER CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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