Legacy Capital Wealth Partners, LLC: DFUS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on DFUS, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 7,236 DFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 7,236 sharesChange vs previous 13F -12 shares
0.11% of the 13F portfolio, value $592,880.
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 7,248 sharesChange vs previous 13F +5 shares
0.11% of the 13F portfolio, value $513,928.
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 7,243 sharesChange vs previous 13F -1,716 shares
0.12% of the 13F portfolio, value $537,211.
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 8,959 sharesChange vs previous 13F +1,548 shares
0.14% of the 13F portfolio, value $648,985.
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 7,411 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $496,697.
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).