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Legacy Capital Wealth Partners, LLC: MSDL position timeline

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

Legacy Capital Wealth Partners, LLC held 110,870 MSDL 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 110,870 shares
    Change vs previous 13F +24,837 shares

    0.32% of the 13F portfolio, value $1,676,350.

    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 86,033 shares
    Change vs previous 13F +9,051 shares

    0.25% of the 13F portfolio, value $1,201,022.

    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 76,982 shares
    Change vs previous 13F +6,155 shares

    0.27% of the 13F portfolio, value $1,268,665.

    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 70,827 shares
    Change vs previous 13F -264 shares

    0.25% of the 13F portfolio, value $1,138,902.

    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 71,091 shares
    Change vs previous 13F -3,735 shares

    0.3% of the 13F portfolio, value $1,330,823.

    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 74,826 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,493,527.

    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).