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Virtus Investment Advisers, LLC: CSWC position timeline

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

Virtus Investment Advisers, LLC held 16,171 CSWC shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,171 shares
    Change vs previous 13F -6,293 shares

    0.09% of the 13F portfolio, value $384,385.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, 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 22,464 shares
    Change vs previous 13F -10,218 shares

    0.14% of the 13F portfolio, value $496,904.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, 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 32,682 shares
    Change vs previous 13F -7,479 shares

    0.2% of the 13F portfolio, value $723,906.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, 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 40,161 shares
    Change vs previous 13F -903 shares

    0.25% of the 13F portfolio, value $877,919.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, 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 41,064 shares
    Change vs previous 13F -3,100 shares

    0.31% of the 13F portfolio, value $905,051.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, 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 44,164 shares
    Change vs previous 13F +8,233 shares

    0.27% of the 13F portfolio, value $985,740.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 44,164 shares
    • VIRTUS ADVISERS, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 35,931 shares
    Change vs previous 13F +9,578 shares

    0.32% of the 13F portfolio, value $784,014.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, 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 26,353 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $666,467.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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