Legacy Capital Wealth Partners, LLC
Holdings in FDUS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,407,375 | 72,921 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $1,325,996 | 65,449 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,333,947 | 66,037 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $1,383,645 | 67,859 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $1,490,254 | 70,897 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $1,464,492 | 74,719 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,520,608 | 78,060 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $1,550,843 | 78,763 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,368,384 | 71,270 | Shares | Sole | 2023-10-16 |
| 2023-03-31 | $1,253,719 | 65,743 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $1,185,645 | 62,304 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $937,083 | 54,545 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $920,888 | 52,773 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,068,107 | 52,929 | Shares | Sole | 2022-05-16 |