Legacy Capital Wealth Partners, LLC: CHE position timeline

Legacy Capital Wealth Partners, LLC held 0 CHE shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -790 shares

   13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

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

2. period ended2025-12-31

   13F 790 shares

   Change vs previous 13F -49 shares

   0.07% of the 13F portfolio, value $338,009.

   13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 839 shares

   Change vs previous 13F -33 shares

   0.08% of the 13F portfolio, value $375,654.

   13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 872 shares

   Change vs previous 13F +19 shares

   0.1% of the 13F portfolio, value $424,603.

   13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-08-13 (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).

5. period ended2025-03-31

   13F 853 shares

   Change vs previous 13F -75 shares

   0.13% of the 13F portfolio, value $524,868.

   13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 928 shares

   Change vs previous 13F -1,051 shares

   0.12% of the 13F portfolio, value $491,654.

   13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 1,979 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $1,189,320.

   13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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