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Hennion & Walsh Asset Management, Inc.: CSWC position timeline

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

Hennion & Walsh Asset Management, Inc. held 70,828 CSWC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,828 shares
    Change vs previous 13F +8,454 shares

    0.05% of the 13F portfolio, value $1,638,252.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,374 shares
    Change vs previous 13F -1,371 shares

    0.04% of the 13F portfolio, value $1,482,630.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh 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 ended2026-03-31
    13F 63,745 shares
    Change vs previous 13F +5,832 shares

    0.05% of the 13F portfolio, value $1,410,039.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh 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 ended2025-12-31
    13F 57,913 shares
    Change vs previous 13F -3,254 shares

    0.04% of the 13F portfolio, value $1,282,773.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh 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 ended2025-09-30
    13F 61,167 shares
    Change vs previous 13F -18,344 shares

    0.05% of the 13F portfolio, value $1,337,111.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh 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 ended2025-06-30
    13F 79,511 shares
    Change vs previous 13F -49,762 shares

    0.07% of the 13F portfolio, value $1,752,422.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh 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 ended2025-03-31
    13F 129,273 shares
    Change vs previous 13F -50,153 shares

    0.13% of the 13F portfolio, value $2,885,373.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh 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 ended2024-12-31
    13F 179,426 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,915,075.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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