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Cetera Investment Advisers: CSWC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cetera Investment Advisers on CSWC, newest first. How the timeline and the estimate are built.

Cetera Investment Advisers held 490,926 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,926 shares
    Change vs previous 13F +38,228 shares

    0.01% of the 13F portfolio, value $11,669,319.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 452,698 shares
    Change vs previous 13F +28,067 shares

    0.01% of the 13F portfolio, value $10,013,681.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 424,631 shares
    Change vs previous 13F +14,664 shares

    0.01% of the 13F portfolio, value $9,405,571.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 409,967 shares
    Change vs previous 13F +48,245 shares

    0.01% of the 13F portfolio, value $8,961,891.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 361,722 shares
    Change vs previous 13F +289,778 shares

    0.01% of the 13F portfolio, value $7,972,349.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 71,944 shares
    Change vs previous 13F +18,420 shares

    <0.01% of the 13F portfolio, value $1,605,798.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 53,524 shares
    Change vs previous 13F +19,323 shares

    <0.01% of the 13F portfolio, value $1,167,897.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 34,201 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $864,937.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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