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Disclosery

LPL Financial LLC: CSWC position timeline

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

LPL Financial LLC held 402,585 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,585 shares
    Change vs previous 13F +170,872 shares

    <0.01% of the 13F portfolio, value $9,569,456.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 231,713 shares
    Change vs previous 13F +16,933 shares

    <0.01% of the 13F portfolio, value $5,125,500.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 214,780 shares
    Change vs previous 13F +20,045 shares

    <0.01% of the 13F portfolio, value $4,757,386.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 194,735 shares
    Change vs previous 13F -10,905 shares

    <0.01% of the 13F portfolio, value $4,256,909.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 205,640 shares
    Change vs previous 13F +7,962 shares

    <0.01% of the 13F portfolio, value $4,532,296.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 197,678 shares
    Change vs previous 13F +28,624 shares

    <0.01% of the 13F portfolio, value $4,412,171.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 169,054 shares
    Change vs previous 13F -22,942 shares

    <0.01% of the 13F portfolio, value $3,688,747.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 191,996 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,855,570.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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