Legacy Capital Wealth Partners, LLC
Position in GBDC — GOLUB CAPITAL BDC, Inc.
CIK 1766228
LITTLE ROCK, AR
Position in GBDC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,524,103
+$8,803 QoQ
Shares Held
118,331
-1.1% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#101
of 317 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GBDC 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. GBDC ranks #12 (6.8% 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 GBDC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,524,103 | 118,331 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,515,300 | 119,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,590,688 | 117,221 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,454,672 | 106,258 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,578,991 | 107,781 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,680,222 | 110,979 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,816,168 | 119,800 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,070,805 | 203,230 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,599,607 | 101,821 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,520,585 | 100,701 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,696,556 | 115,648 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,433,129 | 105,688 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,292,338 | 98,202 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,045,864 | 84,412 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,042,476 | 80,438 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,197,057 | 78,702 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,215,946 | 78,753 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,192,263 | 75,412 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||