Legacy Capital Wealth Partners, LLC: BRO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on BRO, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 4,692 BRO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,692 sharesChange vs previous 13F +319 shares
0.06% of the 13F portfolio, value $300,973.
13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,373 sharesChange vs previous 13F -829 shares
0.06% of the 13F portfolio, value $285,144.
13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,202 sharesChange vs previous 13F +125 shares
0.09% of the 13F portfolio, value $414,589.
13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,077 sharesChange vs previous 13F -106 shares
0.1% of the 13F portfolio, value $476,153.
13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,183 sharesChange vs previous 13F -156 shares
0.13% of the 13F portfolio, value $574,610.
13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,339 sharesChange vs previous 13F -624 shares
0.16% of the 13F portfolio, value $664,155.
13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,963 sharesChange vs previous 13F -365 shares
0.15% of the 13F portfolio, value $608,304.
13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,328 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $655,530.
13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).