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Legacy Capital Wealth Partners, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on AVUV, newest first. How the timeline and the estimate are built.

Legacy Capital Wealth Partners, LLC held 19,118 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,118 shares
    Change vs previous 13F +441 shares

    0.46% of the 13F portfolio, value $2,385,115.

    13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, 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 18,677 shares
    Change vs previous 13F -941 shares

    0.43% of the 13F portfolio, value $2,063,214.

    13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, 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 19,618 shares
    Change vs previous 13F +1,173 shares

    0.43% of the 13F portfolio, value $2,000,668.

    13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,445 shares
    Change vs previous 13F +291 shares

    0.4% of the 13F portfolio, value $1,835,851.

    13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 18,154 shares
    Change vs previous 13F +1,123 shares

    0.38% of the 13F portfolio, value $1,653,839.

    13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,031 shares
    Change vs previous 13F +11,697 shares

    0.37% of the 13F portfolio, value $1,484,572.

    13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,334 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $514,891.

    13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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