REDMONT WEALTH ADVISORS LLC CSWC — CAPITAL SOUTHWEST CORP

Ownership history in REDMONT WEALTH ADVISORS LLC  ·  10 quarters on record

AI Ownership Summary

REDMONT WEALTH ADVISORS LLC reported CAPITAL SOUTHWEST CORP (CSWC) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.92% in 2024 Q2. The latest visible filing shows CSWC at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was REDMONT WEALTH ADVISORS LLC's position in CAPITAL SOUTHWEST CORP, 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
2025 Q4

CSWC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.92% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

CSWC stock page REDMONT WEALTH ADVISORS LLC fund profile REDMONT WEALTH ADVISORS LLC full holdings
How REDMONT WEALTH ADVISORS LLC held CSWC — position size vs. price
% of Fund (quarterly)    CSWC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 99.5% +2.8% ❌ 335 -67,530 -99.5% 0.01% $7K 2026-02-14 (Est.) $22.36
2025 Q3 ADDED — — — 67,865 +14,242 +26.6% 2.19% $1.5M 2025-11-17 $19.55
2025 Q1 REDUCED 19.9% +1.7% ❌ 53,623 -13,316 -19.9% 2.33% $1.2M 2025-04-28 $18.02
2024 Q4 REDUCED — — — 66,939 -1,719 -2.5% 2.52% $1.5M 2025-01-17 $19.26
2024 Q3 REDUCED — — — 68,658 -2,526 -3.5% 2.69% $1.7M 2024-10-16 $21.39
2024 Q2 REDUCED 9.3% -0.5% ✅ 71,184 -7,276 -9.3% 2.92% $1.9M 2024-07-10 $21.82
2024 Q1 REDUCED — — — 78,460 -1,465 -1.8% 2.71% $2.0M 2024-04-19 $19.85
2023 Q4 ADDED — — — 79,925 +4,413 +5.8% 2.76% $1.9M 2024-01-31 $18.96
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSWC

As of 2026 Q1 — sorted by position size

Melia Wealth LLC 5.52% PANORAMIC INVESTMENT ADVISORS, LLC 3Y 5.52% SMH CAPITAL ADVISORS INC 3Y 7Y 5.26% SANDERS MORRIS HARRIS LLC 3Y 7Y 3.9% Womack Financial LLC 3.78% Muzinich & Co., Inc. 3Y 7Y 3.3% EPIQ PARTNERS, LLC 3Y 3.23% GraniteShares Advisors LLC 3Y 1.75% Sound Income Strategies, LLC 3Y 7Y 0.96% Columbus Macro, LLC 3Y 7Y 0.85%

FAQ About REDMONT WEALTH ADVISORS LLC and CSWC

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

How long has REDMONT WEALTH ADVISORS LLC reported owning CSWC?

REDMONT WEALTH ADVISORS LLC reported CSWC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSWC position in REDMONT WEALTH ADVISORS LLC's portfolio?

The largest reported portfolio weight for CSWC was 2.92% in 2024 Q2.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2025 Q4, when REDMONT WEALTH ADVISORS LLC reported 335 shares, equal to 0.01% of portfolio, with an estimated market value of $7K.

What does the chart on this CSWC ownership page compare?

The chart compares REDMONT WEALTH ADVISORS LLC's quarterly CSWC 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.

How well did REDMONT WEALTH ADVISORS LLC time their CSWC position?

Based on 13F filing dates vs. subsequent CSWC price moves, REDMONT WEALTH ADVISORS LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on CSWC relative to SPY over the holding period was -2.4%.

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