LEGACY CAPITAL WEALTH MANAGEMENT, LLC: WES position timeline

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

LEGACY CAPITAL WEALTH MANAGEMENT, LLC held 4,775 WES 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 4,775 shares
Change vs previous 13F -33,260 shares
0.1% of the 13F portfolio, value $208,954.
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 ended2024-12-31
13F 38,035 shares
Change vs previous 13F not available
1.45% of the 13F portfolio, value $1,461,685.
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).