Ownership history in Corient Private Wealth LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in CAPITAL SOUTHWEST CORP (CSWC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 13,352 | +2,395 | +21.9% | 0.00% | $292K | $20.61 |
| 2025 Q1 | REDUCED | 10,957 | -5,624 | -33.9% | 0.00% | $245K | $19.86 |
| 2024 Q4 | ADDED | 16,581 | +5,494 | +49.6% | 0.00% | $362K | $18.84 |
| 2024 Q3 | REDUCED | 11,087 | -5,764 | -34.2% | 0.00% | $280K | $21.23 |
As of 2025 Q4 — sorted by position size