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Disclosery

Sunbelt Securities, Inc.: CSWC position timeline

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

Sunbelt Securities, Inc. held 37,030 CSWC shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 37,030 shares
    Change vs previous 13F +1,530 shares

    0.05% of the 13F portfolio, value $819,107.

    13F-HR 0001062993-26-002743 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 35,500 shares
    Change vs previous 13F -9,600 shares

    0.05% of the 13F portfolio, value $786,317.

    13F-HR 0001062993-26-001089 filed by Sunbelt Securities, Inc.
    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 45,100 shares
    Change vs previous 13F +7,871 shares

    0.07% of the 13F portfolio, value $985,889.

    13F-HR 0001062993-25-016949 filed by Sunbelt Securities, Inc.
    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 37,229 shares
    Change vs previous 13F -2,000 shares

    0.07% of the 13F portfolio, value $812,340.

    13F-HR 0001062993-25-014406 filed by Sunbelt Securities, Inc.
    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 39,229 shares
    Change vs previous 13F +2,014 shares

    0.08% of the 13F portfolio, value $875,595.

    13F-HR 0001062993-25-007885 filed by Sunbelt Securities, Inc.
    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 37,215 shares
    Change vs previous 13F +12,802 shares

    0.07% of the 13F portfolio, value $811,478.

    13F-HR 0001062993-25-002659 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,413 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $617,397.

    13F-HR 0001062993-24-019240 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,401 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $636,619.

    13F-HR 0001062993-24-015215 filed by Sunbelt Securities, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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