Back to MSDL
Legacy Capital Wealth Partners, LLC → MSDL
Legacy Capital Wealth Partners, LLC MSDL Position History
Morgan Stanley Direct Lending Fund • Financial Services
Quarters held
5
Latest value
$1.6M
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.7M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 116.5K | — | — |
| Q2 2026 | $1.7M | 110.9K | — | — |
| Q1 2026 | $1.2M | 86.0K | — | — |
| Q4 2025 | $1.3M | 77.0K | — | — |
| Q3 2025 | $1.1M | 70.8K | — | — |
Other funds holding MSDL
$160.3M
$156.4M
$147.1M
$135.8M
$62.7M
$61.1M
$59.5M
$54.8M