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Disclosery

SANDERS MORRIS HARRIS LLC: CSWC position timeline

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

SANDERS MORRIS HARRIS LLC held 759,992 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 759,992 shares
    Change vs previous 13F -351,181 shares

    10.48% of the 13F portfolio, value $18,065,007.

    13F-HR 0001053994-26-000006 filed by SANDERS MORRIS HARRIS 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 1,111,173 shares
    Change vs previous 13F +1,111,173 shares

    3.9% of the 13F portfolio, value $24,579,145.

    13F-HR 0001053994-26-000002 filed by SANDERS MORRIS HARRIS 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 0 shares
    Change vs previous 13F -1,368,607 shares

    13F-HR 0001053994-26-000001 filed by SANDERS MORRIS HARRIS 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.

  4. period ended2025-09-30
    13F 1,368,607 shares
    Change vs previous 13F -21,732 shares

    3.95% of the 13F portfolio, value $29,917,759.

    13F-HR 0001085146-25-005809 filed by SANDERS MORRIS HARRIS 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 1,390,339 shares
    Change vs previous 13F -42,725 shares

    7.32% of the 13F portfolio, value $30,643,079.

    13F-HR 0001085146-25-004316 filed by SANDERS MORRIS HARRIS 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 1,433,064 shares
    Change vs previous 13F +618,480 shares

    4.94% of the 13F portfolio, value $31,985,987.

    13F-HR 0001085146-25-001935 filed by SANDERS MORRIS HARRIS 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 814,584 shares
    Change vs previous 13F +178,420 shares

    2.62% of the 13F portfolio, value $17,578,726.

    13F-HR 0001085146-25-000189 filed by SANDERS MORRIS HARRIS 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 636,164 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $16,088,593.

    13F-HR 0001085146-24-004709 filed by SANDERS MORRIS HARRIS LLC
    Filed (acceptance time not in the bulk data set), ingested

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