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Disclosery

Naviter Wealth, LLC: CSWC position timeline

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

Naviter Wealth, LLC held 167,732 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 167,732 shares
    Change vs previous 13F +43,162 shares

    0.36% of the 13F portfolio, value $3,986,999.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 124,570 shares
    Change vs previous 13F +25,325 shares

    0.34% of the 13F portfolio, value $2,755,489.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 99,245 shares
    Change vs previous 13F -3,512 shares

    0.29% of the 13F portfolio, value $2,198,279.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 102,757 shares
    Change vs previous 13F +2,652 shares

    0.26% of the 13F portfolio, value $2,246,262.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 100,105 shares
    Change vs previous 13F +18,352 shares

    0.27% of the 13F portfolio, value $2,206,306.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 81,753 shares
    Change vs previous 13F -1,778 shares

    0.23% of the 13F portfolio, value $1,881,363.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 83,531 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,822,646.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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