LMG Wealth Partners, LLC

Position in CCAP — Crescent Capital BDC, Inc.

CIK 1965772 SHREVEPORT, LA

Position in CCAP

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$164,608

+$3,033 QoQ

Shares Held

13,548

+17.8% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

LMG Wealth Partners, LLC holds $7,368,009 across 3 Asset Management names. CCAP ranks #3 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	40,886	$5,919,883
2	BX	Blackstone Inc.	11,162	$1,283,518
3	CCAP	Crescent Capital BDC, Inc. This page	13,548	$164,608

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$164,608	13,548	+17.8%	Shares	Sole	2026-04-17
2025-12-31	$161,575	11,500	—	Shares	Sole	2026-02-02
No filing history on record for this holder in this stock.