Skip to content
Disclosery

Legacy Capital Wealth Partners, LLC: DFAX position timeline

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

Legacy Capital Wealth Partners, LLC held 72,231 DFAX 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 72,231 shares
    Change vs previous 13F +258 shares

    0.51% of the 13F portfolio, value $2,661,006.

    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 71,973 shares
    Change vs previous 13F -6,508 shares

    0.5% of the 13F portfolio, value $2,444,927.

    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 78,481 shares
    Change vs previous 13F -482 shares

    0.55% of the 13F portfolio, value $2,568,689.

    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 78,963 shares
    Change vs previous 13F +14,880 shares

    0.54% of the 13F portfolio, value $2,477,852.

    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 64,083 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,882,129.

    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).