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Disclosery

Richard Bernstein Advisors LLC: CSW position timeline

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

Richard Bernstein Advisors LLC held 3,838 CSW shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,838 shares
    Change vs previous 13F +3,838 shares

    0.03% of the 13F portfolio, value $1,000,106.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -11,932 shares

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 11,932 shares
    Change vs previous 13F -602 shares

    0.08% of the 13F portfolio, value $3,478,416.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,534 shares
    Change vs previous 13F -3,086 shares

    0.1% of the 13F portfolio, value $4,421,995.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 15,620 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $5,723,012.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 15,620 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,144,142.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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