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Legacy Capital Wealth Partners, LLC: BIL position timeline

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

Legacy Capital Wealth Partners, LLC held 6,923 BIL 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 6,923 shares
    Change vs previous 13F +6,923 shares

    0.12% of the 13F portfolio, value $634,422.

    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 0 shares
    Change vs previous 13F -42,259 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 42,259 shares
    Change vs previous 13F -49,833 shares

    0.83% of the 13F portfolio, value $3,861,608.

    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 92,092 shares
    Change vs previous 13F +20,459 shares

    1.84% of the 13F portfolio, value $8,449,455.

    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 71,633 shares
    Change vs previous 13F +56,946 shares

    1.5% of the 13F portfolio, value $6,570,939.

    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 14,687 shares
    Change vs previous 13F +10,610 shares

    0.33% of the 13F portfolio, value $1,347,236.

    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 4,077 shares
    Change vs previous 13F -27,261 shares

    0.09% of the 13F portfolio, value $372,765.

    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).

  8. period ended2024-09-30
    13F 31,338 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,877,186.

    13F-HR 0001951757-24-001159 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).