Legacy Capital Wealth Partners, LLC: HEI-A position timeline

Legacy Capital Wealth Partners, LLC held 1,620 HEI-A 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 1,620 shares

   Change vs previous 13F +36 shares

   0.08% of the 13F portfolio, value $417,814.

   13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,584 shares

   Change vs previous 13F -37 shares

   0.07% of the 13F portfolio, value $334,367.

   13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,621 shares

   Change vs previous 13F -3 shares

   0.09% of the 13F portfolio, value $409,189.

   13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,624 shares

   Change vs previous 13F -22 shares

   0.09% of the 13F portfolio, value $412,642.

   13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,646 shares

   Change vs previous 13F +4 shares

   0.1% of the 13F portfolio, value $425,902.

   13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,642 shares

   Change vs previous 13F -156 shares

   0.09% of the 13F portfolio, value $346,413.

   13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,798 shares

   Change vs previous 13F -32 shares

   0.08% of the 13F portfolio, value $334,572.

   13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,830 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $372,881.

   13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).