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ENVESTNET ASSET MANAGEMENT INC: CSWC position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 417,574 CSWC shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 417,574 shares
    Change vs previous 13F +14,648 shares

    <0.01% of the 13F portfolio, value $9,925,741.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 402,926 shares
    Change vs previous 13F +16,788 shares

    <0.01% of the 13F portfolio, value $8,912,733.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 386,138 shares
    Change vs previous 13F +21,236 shares

    <0.01% of the 13F portfolio, value $8,552,960.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 364,902 shares
    Change vs previous 13F +29,184 shares

    <0.01% of the 13F portfolio, value $7,976,764.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 335,718 shares
    Change vs previous 13F +290,335 shares

    <0.01% of the 13F portfolio, value $7,399,222.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    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 45,383 shares
    Change vs previous 13F -24,927 shares

    <0.01% of the 13F portfolio, value $1,012,938.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 70,310 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,534,153.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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