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Disclosery

Samalin Investment Counsel, LLC: CSWC position timeline

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

Samalin Investment Counsel, LLC held 16,005 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,005 shares
    Change vs previous 13F -6,876 shares

    0.12% of the 13F portfolio, value $380,431.

    13F-HR 0002085853-26-000877 filed by Samalin Investment Counsel, 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 22,881 shares
    Change vs previous 13F -5,462 shares

    0.18% of the 13F portfolio, value $506,130.

    13F-HR 0002085853-26-000457 filed by Samalin Investment Counsel, 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 28,343 shares
    Change vs previous 13F +2,157 shares

    0.22% of the 13F portfolio, value $627,803.

    13F-HR 0002085853-26-000149 filed by Samalin Investment Counsel, 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 26,186 shares
    Change vs previous 13F +322 shares

    0.2% of the 13F portfolio, value $572,417.

    13F-HR 0002085853-25-000190 filed by Samalin Investment Counsel, 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 25,864 shares
    Change vs previous 13F +1,909 shares

    0.22% of the 13F portfolio, value $570,043.

    13F-HR 0001172661-25-002954 filed by Samalin Investment Counsel, 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 23,955 shares
    Change vs previous 13F +1,251 shares

    0.22% of the 13F portfolio, value $534,691.

    13F-HR 0001172661-25-001910 filed by Samalin Investment Counsel, 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 22,704 shares
    Change vs previous 13F +2,228 shares

    0.21% of the 13F portfolio, value $495,417.

    13F-HR 0001172661-25-000656 filed by Samalin Investment Counsel, 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 20,476 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $517,843.

    13F-HR 0001172661-24-004595 filed by Samalin Investment Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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