Legacy Capital Wealth Partners, LLC

Position in GLAD — Gladstone Capital Corp

CIK 1766228 LITTLE ROCK, AR

Position in GLAD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,181,656

-$71,249 QoQ

Shares Held

68,107

+12.3% QoQ

Ownership

0.301%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Legacy Capital Wealth Partners, LLC holds $22,521,300 across 19 Asset Management names. GLAD ranks #14 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	2,308	$2,219,626
2	GAIN	Gladstone Investment Corporationde	119,068	$1,690,765
3	CSWC	Capital Southwest Corp	71,174	$1,574,368
4	TRIN	Trinity Capital Inc.	105,499	$1,551,890
5	MAIN	Main Street Capital CORP	28,752	$1,522,705
6	GBDC	GOLUB CAPITAL BDC, Inc.	119,692	$1,515,300
7	ARCC	Ares Capital Corp	83,838	$1,510,760
8	HTGC	Hercules Capital, Inc.	98,333	$1,452,378

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,181,656	68,107	+12.3%	Shares	Sole	2026-05-15
2025-12-31	$1,252,905	60,644	+15.7%	Shares	Sole	2026-01-16
2025-09-30	$1,146,141	52,407	-0.6%	Shares	Sole	2025-11-13
2025-06-30	$1,421,561	52,709	-3.7%	Shares	Sole	2025-08-13
2025-03-31	$1,503,572	54,755	-17.7%	Shares	Sole	2025-05-02
2024-12-31	$1,893,108	66,565	-5.6%	Shares	Sole	2025-01-30
2024-09-30	$1,696,342	70,534	-4.7%	Shares	Sole	2024-11-04
2024-06-30	$1,722,887	74,039	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.