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Legacy Capital Wealth Partners, LLC: DFAT position timeline

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

Legacy Capital Wealth Partners, LLC held 24,802 DFAT 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 24,802 shares
    Change vs previous 13F -539 shares

    0.33% of the 13F portfolio, value $1,733,690.

    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 25,341 shares
    Change vs previous 13F +6,821 shares

    0.33% of the 13F portfolio, value $1,582,539.

    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 18,520 shares
    Change vs previous 13F +1,922 shares

    0.24% of the 13F portfolio, value $1,102,682.

    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 16,598 shares
    Change vs previous 13F +2,376 shares

    0.21% of the 13F portfolio, value $966,180.

    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 14,222 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $767,429.

    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).