Legacy Capital Wealth Partners, LLC
Position in BN — BROOKFIELD Corp /ON/
CIK 1766228
LITTLE ROCK, AR
Position in BN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$252,330
-$37,924 QoQ
Shares Held
6,235
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $22,267,925 across 16 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRIN |
Trinity Capital Inc.
|
107,991 | $1,931,958 | |
| 2 | CSWC |
Capital Southwest Corp
|
74,653 | $1,774,501 | |
| 3 | GAIN |
Gladstone Investment Corporation\De
|
113,833 | $1,759,858 | |
| 4 | GLAD |
Gladstone Capital Corp
|
89,112 | $1,730,555 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
158,296 | $1,720,677 | |
| 6 | MAIN |
Main Street Capital CORP
|
33,016 | $1,712,870 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
108,546 | $1,711,770 | |
| 8 | MSDL |
Morgan Stanley Direct Lending Fund
|
110,870 | $1,676,354 |
All Filings in BN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,330 | 6,235 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $290,254 | 6,325 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $289,819 | 4,226 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $265,645 | 4,295 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $263,674 | 5,031 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $344,355 | 5,994 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $727,197 | 13,682 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $330,450 | 7,955 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $308,322 | 7,685 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||