Legacy Capital Wealth Partners, LLC

Position in TRIN — Trinity Capital Inc.

CIK 1766228 LITTLE ROCK, AR

Position in TRIN

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,931,958

+$380,068 QoQ

Shares Held

107,991

+2.4% QoQ

Ownership

0.114%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#38

of 172 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $22,267,925 across 16 Asset Management names. TRIN ranks #1 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRIN	Trinity Capital Inc. This page	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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,931,958	107,991	+2.4%	Shares	Sole	2026-08-12
2026-03-31	$1,551,890	105,499	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$1,439,889	98,286	+11.7%	Shares	Sole	2026-01-16
2025-09-30	$1,362,209	87,998	-1.4%	Shares	Sole	2025-11-13
2025-06-30	$1,255,845	89,257	-3.1%	Shares	Sole	2025-08-13
2025-03-31	$1,396,145	92,094	-2.4%	Shares	Sole	2025-05-02
2024-12-31	$1,365,750	94,385	-4.6%	Shares	Sole	2025-01-30
2024-09-30	$1,343,022	98,970	-3.2%	Shares	Sole	2024-11-04
2024-06-30	$1,445,602	102,235	-0.1%	Shares	Sole	2024-08-02
2023-12-31	$1,487,334	102,363	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.