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LEGACY CAPITAL WEALTH MANAGEMENT, LLC: SSO position timeline

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

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 8,243 SSO 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 8,243 shares
    Change vs previous 13F -3,037 shares

    0.26% of the 13F portfolio, value $555,433.

    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 11,280 shares
    Change vs previous 13F -1,167 shares

    0.34% of the 13F portfolio, value $585,191.

    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 12,447 shares
    Change vs previous 13F +4,549 shares

    0.44% of the 13F portfolio, value $720,910.

    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 7,898 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $730,633.

    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).