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Legacy Capital Wealth Partners, LLC: DFAU position timeline

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

Legacy Capital Wealth Partners, LLC held 60,003 DFAU 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 60,003 shares
    Change vs previous 13F -5,954 shares

    0.59% of the 13F portfolio, value $3,101,571.

    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 65,957 shares
    Change vs previous 13F -4,035 shares

    0.61% of the 13F portfolio, value $2,975,986.

    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 69,992 shares
    Change vs previous 13F -3,241 shares

    0.7% of the 13F portfolio, value $3,275,625.

    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 73,233 shares
    Change vs previous 13F +10,406 shares

    0.73% of the 13F portfolio, value $3,351,145.

    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 62,827 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,661,355.

    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).