WMG Financial Advisors, LLC

Position in PSEC — Prospect Capital Corp

CIK 1906711 Knoxville, TN

Position in PSEC

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$64,564

-$8,385 QoQ

Shares Held

27,950

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#99

of 205 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WMG Financial Advisors, LLC holds $180,612 across 2 Asset Management names. PSEC ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VGM	Invesco Trust for Investment Grade Municipals	10,948	$116,048
2	PSEC	Prospect Capital Corp This page	27,950	$64,564

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,564	27,950	0.0%	Shares	Sole	2026-07-23
2026-03-31	$72,949	27,950	0.0%	Shares	Sole	2026-04-23
2025-12-31	$72,390	27,950	0.0%	Shares	Sole	2026-01-28
2025-09-30	$76,862	27,950	0.0%	Shares	Sole	2025-10-23
2025-06-30	$88,881	27,950	0.0%	Shares	Sole	2025-07-24
2025-03-31	$114,595	27,950	0.0%	Shares	Sole	2025-05-06
2024-12-31	$120,464	27,950	+22.3%	Shares	Sole	2025-02-06
2024-09-30	$122,247	22,850	+18.1%	Shares	Sole	2024-10-31
2024-06-30	$107,005	19,350	+2.4%	Shares	Sole	2024-07-30
2024-03-31	$104,328	18,900	+5.6%	Shares	Sole	2024-05-07
2023-12-31	$107,221	17,900	-1.1%	Shares	Sole	2024-02-08
2023-06-30	$112,220	18,100	+57.4%	Shares	Sole	2023-08-03
2023-03-31	$80,040	11,500	-42.2%	Shares	Sole	2023-04-18
2022-12-31	$139,101	19,900	-5.7%	Shares	Sole	2023-02-10
2022-09-30	$130,820	21,100	0.0%	Shares	Sole	2022-10-18
2022-06-30	$147,489	21,100	0.0%	Shares	Sole	2022-08-08
2022-03-31	$174,708	21,100	0.0%	Shares	Sole	2022-08-04
2021-12-31	$177,451	21,100	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.