Legacy Capital Wealth Partners, LLC: DFIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on DFIS, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 15,623 DFIS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 15,623 sharesChange vs previous 13F -594 shares
0.1% of the 13F portfolio, value $547,275.
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 16,217 sharesChange vs previous 13F +1,853 shares
0.11% of the 13F portfolio, value $546,012.
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 14,364 sharesChange vs previous 13F +776 shares
0.1% of the 13F portfolio, value $473,137.
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 13,588 sharesChange vs previous 13F +1,047 shares
0.09% of the 13F portfolio, value $429,787.
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 12,541 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $374,232.
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).