MJT & Associates Financial Advisory Group, Inc. CSWI CSW INDUSTRIALS INC COM

Ownership history in MJT & Associates Financial Advisory Group, Inc.  ·  5 quarters on record

AI Ownership Summary

MJT & Associates Financial Advisory Group, Inc. reported CSW INDUSTRIALS INC COM (CSWI) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows CSWI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CSWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MJT & Associates Financial Advisory Group, Inc.'s position in CSW INDUSTRIALS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSWI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MJT & Associates Financial Advisory Group, Inc. held CSWI — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 12 0% 0.00% $3K 2026-05-15 (Est.) $255.97
2025 Q4 UNCHANGED 12 0% 0.00% $4K 2026-02-10 $314.87
2025 Q3 UNCHANGED 12 0% 0.00% $3K 2025-10-15 $242.13
2025 Q2 UNCHANGED 12 0% 0.00% $3K 2025-07-16 $289.00
2025 Q1 INITIATED 12 0.00% $3K 2025-05-07 $306.44

FAQ About MJT & Associates Financial Advisory Group, Inc. and CSWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MJT & Associates Financial Advisory Group, Inc. reported owning CSWI?

MJT & Associates Financial Advisory Group, Inc. reported CSWI across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported CSWI position in MJT & Associates Financial Advisory Group, Inc.'s portfolio?

The largest reported portfolio weight for CSWI was 0.00% in 2025 Q2.

What is the latest reported CSWI position on this page?

The most recent filing on this page is 2026 Q1, when MJT & Associates Financial Advisory Group, Inc. reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CSWI ownership page compare?

The chart compares MJT & Associates Financial Advisory Group, Inc.'s quarterly CSWI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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