Legacy Capital Wealth Partners, LLC
Holdings in CSWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,466,728 | 66,218 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $1,281,848 | 58,639 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,300,888 | 59,024 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,344,512 | 60,238 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,359,429 | 62,302 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $1,647,997 | 65,164 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,774,615 | 68,019 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $1,618,330 | 68,284 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,694,073 | 73,977 | Shares | Sole | 2023-10-16 |
| 2023-03-31 | $1,193,571 | 67,130 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,066,458 | 62,366 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $896,075 | 52,897 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $935,938 | 50,811 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,184,103 | 49,899 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,258,438 | 49,780 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,209,974 | 48,053 | Shares | Sole | 2021-11-15 |
| 2021-03-31 | $1,199,698 | 54,138 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $959,281 | 54,044 | Shares | Sole | 2021-02-16 |