LEGACY CAPITAL WEALTH MANAGEMENT, LLC: SPY position timeline

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

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 7,299 SPY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 7,299 shares
Change vs previous 13F -124 shares
2.54% of the 13F portfolio, value $5,450,755.
13F-HR 0001986152-26-000127 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,423 shares
Change vs previous 13F -154 shares
2.82% of the 13F portfolio, value $4,827,474.
13F-HR 0001986152-26-000065 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,577 shares
Change vs previous 13F -16,945 shares
3.12% of the 13F portfolio, value $5,158,307.
13F-HR 0001986152-26-000025 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 24,522 shares
Change vs previous 13F not available
14.27% of the 13F portfolio, value $14,371,854.
13F-HR 0001214659-25-008822 filed by LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Filed 2025-06-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).