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Legacy Capital Wealth Partners, LLC: CSWC position timeline

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

Legacy Capital Wealth Partners, LLC held 74,653 CSWC 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 74,653 shares
    Change vs previous 13F +3,479 shares

    0.34% of the 13F portfolio, value $1,774,490.

    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 71,174 shares
    Change vs previous 13F +4,956 shares

    0.32% of the 13F portfolio, value $1,574,362.

    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 66,218 shares
    Change vs previous 13F +7,579 shares

    0.31% of the 13F portfolio, value $1,466,732.

    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 58,639 shares
    Change vs previous 13F -385 shares

    0.28% of the 13F portfolio, value $1,281,846.

    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 59,024 shares
    Change vs previous 13F -1,214 shares

    0.3% of the 13F portfolio, value $1,300,899.

    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 60,238 shares
    Change vs previous 13F -2,064 shares

    0.33% of the 13F portfolio, value $1,344,501.

    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 62,302 shares
    Change vs previous 13F -2,862 shares

    0.34% of the 13F portfolio, value $1,359,440.

    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 65,164 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,648,010.

    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).