Skip to content
Disclosery

SIGNATUREFD, LLC: CSWC position timeline

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

SIGNATUREFD, LLC held 2,738 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,738 shares
    Change vs previous 13F -671 shares

    <0.01% of the 13F portfolio, value $65,085.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 3,409 shares
    Change vs previous 13F +746 shares

    <0.01% of the 13F portfolio, value $75,413.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 2,663 shares
    Change vs previous 13F +180 shares

    <0.01% of the 13F portfolio, value $58,992.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 2,483 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $54,278.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 2,483 shares
    Change vs previous 13F +849 shares

    <0.01% of the 13F portfolio, value $54,725.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 1,634 shares
    Change vs previous 13F -151 shares

    <0.01% of the 13F portfolio, value $36,471.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 1,785 shares
    Change vs previous 13F -945 shares

    <0.01% of the 13F portfolio, value $38,949.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 2,730 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $69,042.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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