Legacy Capital Wealth Partners, LLC
Position in CSWC — Capital Southwest Corp
CIK 1766228
LITTLE ROCK, AR
Position in CSWC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,774,501
+$200,133 QoQ
Shares Held
74,653
+4.9% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#50
of 190 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSWC 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. CSWC ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRIN |
Trinity Capital Inc.
|
107,991 | $1,931,958 | |
| 2 | CSWC |
Capital Southwest Corp
This page
|
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 CSWC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,501 | 74,653 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,574,368 | 71,174 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||