Skip to content
Disclosery

Legacy Capital Wealth Partners, LLC: BUFS position timeline

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

Legacy Capital Wealth Partners, LLC held 17,579 BUFS 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 17,579 shares
    Change vs previous 13F +4,434 shares

    0.08% of the 13F portfolio, value $441,057.

    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 13,145 shares
    Change vs previous 13F +424 shares

    0.06% of the 13F portfolio, value $303,124.

    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 12,721 shares
    Change vs previous 13F +2,284 shares

    0.06% of the 13F portfolio, value $290,548.

    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 10,437 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $234,519.

    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).