Legacy Capital Wealth Partners, LLC
Position in FDUS — FIDUS INVESTMENT Corp
CIK 1766228
LITTLE ROCK, AR
Position in FDUS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,639,829
+$252,257 QoQ
Shares Held
85,990
+8.0% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#25
of 134 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDUS 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. FDUS ranks #10 (7.4% 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
|
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 FDUS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,639,829 | 85,990 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,387,572 | 79,654 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||