Skip to content
Disclosery

Legacy Capital Wealth Partners, LLC: GBDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on GBDC, newest first. How the timeline and the estimate are built.

Legacy Capital Wealth Partners, LLC held 118,331 GBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,331 shares
    Change vs previous 13F -1,361 shares

    0.29% of the 13F portfolio, value $1,524,102.

    13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,692 shares
    Change vs previous 13F +2,471 shares

    0.31% of the 13F portfolio, value $1,515,304.

    13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,221 shares
    Change vs previous 13F +10,963 shares

    0.34% of the 13F portfolio, value $1,590,688.

    13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,258 shares
    Change vs previous 13F -1,523 shares

    0.32% of the 13F portfolio, value $1,454,669.

    13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 107,781 shares
    Change vs previous 13F -3,198 shares

    0.36% of the 13F portfolio, value $1,578,988.

    13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 110,979 shares
    Change vs previous 13F -8,821 shares

    0.41% of the 13F portfolio, value $1,680,217.

    13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 119,800 shares
    Change vs previous 13F -83,430 shares

    0.45% of the 13F portfolio, value $1,816,175.

    13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 203,230 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,070,798.

    13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).