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Sovereign's Capital Management, LLC: CSWC position timeline

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

Sovereign's Capital Management, LLC held 0 CSWC shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -76,522 shares

    13F-HR 0001172661-26-002209 filed by Sovereign's Capital Management, 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.

  2. period ended2025-12-31
    13F 76,522 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $1,694,963.

    13F-HR 0001172661-26-000832 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 76,522 shares
    Change vs previous 13F -526 shares

    0.91% of the 13F portfolio, value $1,672,771.

    13F-HR 0001172661-25-004850 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 77,048 shares
    Change vs previous 13F +6,678 shares

    0.91% of the 13F portfolio, value $1,698,138.

    13F-HR 0001172661-25-003254 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 70,370 shares
    Change vs previous 13F +2,795 shares

    0.93% of the 13F portfolio, value $1,570,658.

    13F-HR 0001172661-25-002095 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 67,575 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,474,487.

    13F-HR 0001172661-25-000889 filed by Sovereign's Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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