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Legacy Capital Wealth Partners, LLC: FDUS position timeline

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

Legacy Capital Wealth Partners, LLC held 85,990 FDUS 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 85,990 shares
    Change vs previous 13F +6,336 shares

    0.31% of the 13F portfolio, value $1,639,829.

    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 79,654 shares
    Change vs previous 13F +6,733 shares

    0.29% of the 13F portfolio, value $1,387,566.

    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 72,921 shares
    Change vs previous 13F +7,472 shares

    0.3% of the 13F portfolio, value $1,407,377.

    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 65,449 shares
    Change vs previous 13F -588 shares

    0.29% of the 13F portfolio, value $1,326,003.

    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 66,037 shares
    Change vs previous 13F -1,822 shares

    0.3% of the 13F portfolio, value $1,333,945.

    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).

  6. period ended2025-03-31
    13F 67,859 shares
    Change vs previous 13F -3,038 shares

    0.34% of the 13F portfolio, value $1,383,636.

    13F-HR 0001951757-25-000497 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).

  7. period ended2024-12-31
    13F 70,897 shares
    Change vs previous 13F -3,822 shares

    0.37% of the 13F portfolio, value $1,490,249.

    13F-HR 0001951757-25-000158 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).

  8. period ended2024-09-30
    13F 74,719 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,464,499.

    13F-HR 0001951757-24-001159 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).