Legacy Capital Wealth Partners, LLC: HLN position timeline

Legacy Capital Wealth Partners, LLC held 44,137 HLN 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 44,137 shares

   Change vs previous 13F +9,254 shares

   0.08% of the 13F portfolio, value $411,797.

   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 34,883 shares

   Change vs previous 13F -456 shares

   0.07% of the 13F portfolio, value $349,180.

   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 35,339 shares

   Change vs previous 13F -845 shares

   0.08% of the 13F portfolio, value $357,279.

   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 36,184 shares

   Change vs previous 13F +4,932 shares

   0.07% of the 13F portfolio, value $324,572.

   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 31,252 shares

   Change vs previous 13F +638 shares

   0.07% of the 13F portfolio, value $324,078.

   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 30,614 shares

   Change vs previous 13F -1,448 shares

   0.08% of the 13F portfolio, value $315,020.

   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 32,062 shares

   Change vs previous 13F +4,884 shares

   0.08% of the 13F portfolio, value $305,868.

   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 27,178 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $287,540.

   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).