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Gladstone Investment Corporation shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Gladstone Investment Corporation (GAIN) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Gladstone Investment Corporation

Tip: Access up to 7 years of quarterly data

All positions including Gladstone Investment Corporation held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gladstone Investment Corporation by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 97k 12.74
2023-03-31 $1.2M 88k 13.25
2022-12-31 $1.1M 82k 12.91
2022-09-30 $850k 70k 12.10
2022-06-30 $966k 69k 14.07
2022-03-31 $1.1M 67k 16.13
2021-12-31 $1.6M 91k 17.08
2021-09-30 $2.6M 88k 29.42

More positions owned by Legacy Capital Wealth Partners

J.B. Hunt Transport Services (JBHT)
Wal-Mart Stores (WMT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Msci Gbl Min Vol (ACWV)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
EOG Resources (EOG)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for Legacy Capital Wealth Partners

Top funds holding Gladstone Investment Corporation

Melia Wealth
Van Eck Associates Corp.
Two Sigma Investments
Two Sigma Advisers
Legal & General Group
Outfitter Financial
Davenport & Co
Citadel Advisors
William Blair $ Company
Advisors Asset Management
Marshall Wace
Millennium Management
PFG Advisors
Baird Financial
Union Bankshares

View all funds holding Gladstone Investment Corporation