Skip to content
Disclosery

Legacy Capital Wealth Partners, LLC: HTGC position timeline

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

Legacy Capital Wealth Partners, LLC held 108,546 HTGC 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 108,546 shares
    Change vs previous 13F +10,213 shares

    0.33% of the 13F portfolio, value $1,711,771.

    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 98,333 shares
    Change vs previous 13F +8,736 shares

    0.3% of the 13F portfolio, value $1,452,384.

    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 89,597 shares
    Change vs previous 13F +7,935 shares

    0.36% of the 13F portfolio, value $1,686,220.

    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 81,662 shares
    Change vs previous 13F -373 shares

    0.34% of the 13F portfolio, value $1,544,236.

    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 82,035 shares
    Change vs previous 13F -2,567 shares

    0.34% of the 13F portfolio, value $1,499,592.

    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 84,602 shares
    Change vs previous 13F -4,332 shares

    0.4% of the 13F portfolio, value $1,625,197.

    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 88,934 shares
    Change vs previous 13F -4,277 shares

    0.44% of the 13F portfolio, value $1,786,685.

    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 93,211 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,830,670.

    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).