LMG Wealth Partners, LLC

Position in CCAP — Crescent Capital BDC, Inc.

CIK 1965772 SHREVEPORT, LA

Position in CCAP

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$166,671

+$2,063 QoQ

Shares Held

15,263

+12.7% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#60

of 85 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LMG Wealth Partners, LLC holds $7,780,774 across 3 Asset Management names. CCAP ranks #3 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RJF	Raymond James Financial Inc	40,908	$6,219,243
2	BX	Blackstone Inc.	11,854	$1,394,860
3	CCAP	Crescent Capital BDC, Inc. This page	15,263	$166,671

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$166,671	15,263	+12.7%	Shares	Sole	2026-08-12
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.