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Disclosery

HMS Capital Management, LLC: CSW position timeline

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

HMS Capital Management, LLC held 1,956 CSW shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,956 shares
    Change vs previous 13F +2 shares

    0.2% of the 13F portfolio, value $544,252.

    13F-HR 0001689470-26-000003 filed by HMS Capital Management, LLC
    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 1,954 shares
    Change vs previous 13F -300 shares

    0.2% of the 13F portfolio, value $509,061.

    13F-HR 0001689470-26-000002 filed by HMS Capital Management, LLC
    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 2,254 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $661,590.

    13F-HR 0001689470-26-000001 filed by HMS Capital Management, LLC
    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 2,251 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $546,539.

    13F-HR 0001689470-25-000003 filed by HMS Capital Management, LLC
    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 2,249 shares
    Change vs previous 13F -173 shares

    0.29% of the 13F portfolio, value $645,091.

    13F-HR 0001667731-25-000744 filed by HMS Capital Management, LLC
    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 2,422 shares
    Change vs previous 13F +2 shares

    0.35% of the 13F portfolio, value $639,588.

    13F-HR 0001667731-25-000636 filed by HMS Capital Management, LLC
    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 2,420 shares
    Change vs previous 13F +1 shares

    0.41% of the 13F portfolio, value $853,809.

    13F-HR 0001667731-25-000168 filed by HMS Capital Management, LLC
    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 2,419 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $886,179.

    13F-HR 0001689470-24-000004 filed by HMS Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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