Skip to content
Disclosery

Kestra Advisory Services, LLC: CSWC position timeline

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

Kestra Advisory Services, LLC held 64,703 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,703 shares
    Change vs previous 13F +7,839 shares

    <0.01% of the 13F portfolio, value $1,537,981.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 56,864 shares
    Change vs previous 13F +12,486 shares

    <0.01% of the 13F portfolio, value $1,257,827.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 44,378 shares
    Change vs previous 13F -2,161 shares

    <0.01% of the 13F portfolio, value $982,978.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 46,539 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $1,017,343.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 45,856 shares
    Change vs previous 13F -1,032 shares

    <0.01% of the 13F portfolio, value $1,010,658.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 46,888 shares
    Change vs previous 13F +2,197 shares

    0.01% of the 13F portfolio, value $1,046,540.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 44,691 shares
    Change vs previous 13F +2,306 shares

    0.01% of the 13F portfolio, value $975,158.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, 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 42,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,071,924.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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