Legacy Capital Wealth Partners, LLC
Position in HTGC — Hercules Capital, Inc.
CIK 1766228
LITTLE ROCK, AR
Position in HTGC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,711,770
+$259,392 QoQ
Shares Held
108,546
+10.4% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#77
of 332 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTGC 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. HTGC ranks #7 (7.7% 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.
This page
|
108,546 | $1,711,770 | |
| 8 | MSDL |
Morgan Stanley Direct Lending Fund
|
110,870 | $1,676,354 |
All Filings in HTGC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,770 | 108,546 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,452,378 | 98,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,686,215 | 89,597 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,544,228 | 81,662 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,499,599 | 82,035 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,625,204 | 84,602 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,786,684 | 88,934 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,830,664 | 93,211 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,004,795 | 98,034 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,662,365 | 99,722 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,519,161 | 92,519 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $1,101,540 | 85,457 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,000,278 | 75,664 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $749,341 | 64,710 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $841,668 | 62,392 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,103,462 | 61,066 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,183,231 | 71,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,134,180 | 68,283 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $1,196,751 | 74,657 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,069,805 | 74,189 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||