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LEGACY CAPITAL WEALTH MANAGEMENT, LLC: QQQM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY CAPITAL WEALTH MANAGEMENT, LLC on QQQM, newest first. How the timeline and the estimate are built.

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 14,997 QQQM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,997 shares
    Change vs previous 13F -130 shares

    2.11% of the 13F portfolio, value $4,543,761.

    13F-HR 0001986152-26-000127 filed by LEGACY CAPITAL WEALTH MANAGEMENT, 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 15,127 shares
    Change vs previous 13F -419 shares

    2.1% of the 13F portfolio, value $3,594,519.

    13F-HR 0001986152-26-000065 filed by LEGACY CAPITAL WEALTH MANAGEMENT, 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 15,546 shares
    Change vs previous 13F -34,381 shares

    2.38% of the 13F portfolio, value $3,931,894.

    13F-HR 0001986152-26-000025 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 49,927 shares
    Change vs previous 13F not available

    10.43% of the 13F portfolio, value $10,507,137.

    13F-HR 0001214659-25-008822 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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