Legacy Capital Wealth Partners, LLC: COST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on COST, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 925 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 925 sharesChange vs previous 13F +42 shares
0.17% of the 13F portfolio, value $865,458.
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 883 sharesChange vs previous 13F +4 shares
0.18% of the 13F portfolio, value $880,297.
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 879 sharesChange vs previous 13F +6 shares
0.16% of the 13F portfolio, value $757,864.
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 873 sharesChange vs previous 13F +58 shares
0.18% of the 13F portfolio, value $808,470.
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 815 sharesChange vs previous 13F +63 shares
0.18% of the 13F portfolio, value $806,689.
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 752 sharesChange vs previous 13F +57 shares
0.18% of the 13F portfolio, value $711,567.
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 695 sharesChange vs previous 13F -460 shares
0.16% of the 13F portfolio, value $636,833.
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 1,155 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,024,129.
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).