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Sumitomo Mitsui Trust Group, Inc.: CSWC position timeline

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

Sumitomo Mitsui Trust Group, Inc. held 291,778 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 291,778 shares
    Change vs previous 13F +7,000 shares

    <0.01% of the 13F portfolio, value $6,935,563.

    13F-HR 0001214659-26-009184 filed by Sumitomo Mitsui Trust Group, Inc.
    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 284,778 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,299,289.

    13F-HR 0001214659-26-005304 filed by Sumitomo Mitsui Trust Group, 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 284,778 shares
    Change vs previous 13F +64,706 shares

    <0.01% of the 13F portfolio, value $6,307,833.

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, 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 220,072 shares
    Change vs previous 13F +47,475 shares

    <0.01% of the 13F portfolio, value $4,810,774.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, 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 172,597 shares
    Change vs previous 13F +38,419 shares

    <0.01% of the 13F portfolio, value $3,804,038.

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, 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 134,178 shares
    Change vs previous 13F +31,299 shares

    <0.01% of the 13F portfolio, value $2,994,853.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust Group, 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 102,879 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,244,820.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 102,879 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,601,810.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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