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Disclosery

Heron Bay Capital Management: CSW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heron Bay Capital Management on CSW, newest first. How the timeline and the estimate are built.

Heron Bay Capital Management held 33,174 CSW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,174 shares
    Change vs previous 13F -1,776 shares

    0.84% of the 13F portfolio, value $9,232,333.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 34,950 shares
    Change vs previous 13F +18,881 shares

    0.84% of the 13F portfolio, value $9,107,276.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 16,069 shares
    Change vs previous 13F +24 shares

    0.9% of the 13F portfolio, value $4,716,737.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 16,045 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,894,924.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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