Legacy Capital Wealth Partners, LLC
Position in GLAD — Gladstone Capital Corp
CIK 1766228
LITTLE ROCK, AR
Position in GLAD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,730,555
+$548,899 QoQ
Shares Held
89,112
+30.8% QoQ
Ownership
0.394%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#10
of 77 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GLAD 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. GLAD ranks #4 (7.8% 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
This page
|
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 GLAD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,555 | 89,112 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,181,656 | 68,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,252,905 | 60,644 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,146,141 | 52,407 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,421,561 | 52,709 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,503,572 | 54,755 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,893,108 | 66,565 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,696,342 | 70,534 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,722,887 | 74,039 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,597,724 | 149,320 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,225,860 | 127,164 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,088,097 | 115,755 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,046,482 | 108,782 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $799,248 | 94,140 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||