Skip to content
Disclosery

Heritage Wealth Advisors: CSWC position timeline

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

Heritage Wealth Advisors held 980 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 980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,295.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).