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Womack Financial LLC: CSWC position timeline

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

Womack Financial LLC held 230,538 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 230,538 shares
    Change vs previous 13F -1,737 shares

    3.62% of the 13F portfolio, value $5,479,886.

    13F-HR 0002107079-26-000009 filed by Womack Financial 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 232,275 shares
    Change vs previous 13F +15,150 shares

    3.78% of the 13F portfolio, value $5,137,927.

    13F-HR 0002107079-26-000008 filed by Womack Financial 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 217,125 shares
    Change vs previous 13F +10,771 shares

    3.55% of the 13F portfolio, value $4,809,327.

    13F-HR 0002107079-26-000005 filed by Womack Financial 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 206,354 shares
    Change vs previous 13F +7,031 shares

    3.42% of the 13F portfolio, value $4,510,889.

    13F-HR 0002107079-26-000004 filed by Womack Financial 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/A 199,323 shares
    Change vs previous 13F +10,110 shares

    3.66% of the 13F portfolio, value $4,393,070.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial 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/A 189,213 shares
    Change vs previous 13F +1,825 shares

    3.87% of the 13F portfolio, value $4,223,239.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial 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 187,388 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $4,088,808.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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