Ownership history in Focus Partners Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth 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 | 10,772 | +1,500 | +16.2% | 0.00% | $235K | $20.61 |
| 2025 Q2 | REDUCED | 9,272 | -170 | -1.8% | 0.00% | $204K | $20.21 |
| 2025 Q1 | REDUCED | 9,442 | -22 | -0.2% | 0.00% | $211K | $19.86 |
| 2024 Q4 | ADDED | 9,464 | +585 | +6.6% | 0.00% | $207K | $18.84 |
As of 2025 Q4 — sorted by position size