Legacy Capital Wealth Partners, LLC GLAD — GLADSTONE CAPITAL CORP

Ownership history in Legacy Capital Wealth Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Legacy Capital Wealth Partners, LLC reported GLADSTONE CAPITAL CORP (GLAD) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.47% in 2024 Q4. The latest visible filing shows GLAD at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Capital Wealth Partners, LLC's position in GLADSTONE CAPITAL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GLAD was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLAD stock page Legacy Capital Wealth Partners, LLC fund profile Legacy Capital Wealth Partners, LLC full holdings
How Legacy Capital Wealth Partners, LLC held GLAD — position size vs. price
% of Fund (quarterly)    GLAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 60,644 +8,237 +15.7% 0.27% $1.3M 2026-02-14 (Est.) $18.08
2025 Q3 REDUCED — — — 52,407 -302 -0.6% 0.25% $1.1M 2025-11-13 $18.53
2025 Q2 REDUCED — — — 52,709 -2,046 -3.7% 0.32% $1.4M 2025-08-13 $25.52
2025 Q1 REDUCED 17.7% +0.1% ❌ 54,755 -11,810 -17.7% 0.37% $1.5M 2025-05-02 $23.21
2024 Q4 REDUCED 5.6% -1.8% ✅ 66,565 -3,969 -5.6% 0.47% $1.9M 2025-01-30 $26.63
2024 Q3 REDUCED — — — 70,534 -3,505 -4.7% 0.34% $1.7M 2024-11-04 $20.83
2024 Q2 INITIATED — — — 74,039 — — 0.44% $1.7M 2024-08-02 $19.57

🏢 Other funds also holding GLAD

As of 2026 Q1 — sorted by position size

B. Riley Wealth Advisors, Inc. 3Y 7Y 0.1% Shulman DeMeo Asset Management LLC 3Y 7Y 0.07% SageGuard Financial Group, LLC 0.03% PFS Partners, LLC 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% Hilton Head Capital Partners, LLC 0.0% Vermillion Wealth Management, Inc. 0.0% KERR FINANCIAL PLANNING Corp 0.0% Farther Finance Advisors, LLC 0.0% Key FInancial Inc 3Y 0.0%

FAQ About Legacy Capital Wealth Partners, LLC and GLAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Capital Wealth Partners, LLC reported owning GLAD?

Legacy Capital Wealth Partners, LLC reported GLAD across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported GLAD position in Legacy Capital Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for GLAD was 0.47% in 2024 Q4.

What is the latest reported GLAD position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Capital Wealth Partners, LLC reported 60,644 shares, equal to 0.27% of portfolio, with an estimated market value of $1.3M.

What does the chart on this GLAD ownership page compare?

The chart compares Legacy Capital Wealth Partners, LLC's quarterly GLAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legacy Capital Wealth Partners, LLC time their GLAD position?

Based on 13F filing dates vs. subsequent GLAD price moves, Legacy Capital Wealth Partners, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on GLAD relative to SPY over the holding period was -20.0%.

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