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LEGACY CAPITAL WEALTH MANAGEMENT, LLC: STRL position timeline

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

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 6,017 STRL 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 6,017 shares
    Change vs previous 13F -2,731 shares

    2.35% of the 13F portfolio, value $5,050,429.

    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 8,748 shares
    Change vs previous 13F -2,049 shares

    2.08% of the 13F portfolio, value $3,562,798.

    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 10,797 shares
    Change vs previous 13F -1,246 shares

    2% of the 13F portfolio, value $3,306,365.

    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 12,043 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $2,028,643.

    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).