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Legacy Capital Wealth Partners, LLC: OBDC position timeline

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

Legacy Capital Wealth Partners, LLC held 158,296 OBDC 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 158,296 shares
    Change vs previous 13F +44,962 shares

    0.33% of the 13F portfolio, value $1,720,675.

    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 113,334 shares
    Change vs previous 13F +11,599 shares

    0.26% of the 13F portfolio, value $1,253,475.

    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 101,735 shares
    Change vs previous 13F +11,347 shares

    0.27% of the 13F portfolio, value $1,264,569.

    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 90,388 shares
    Change vs previous 13F -748 shares

    0.25% of the 13F portfolio, value $1,154,259.

    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 91,136 shares
    Change vs previous 13F -2,372 shares

    0.3% of the 13F portfolio, value $1,306,894.

    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 93,508 shares
    Change vs previous 13F -3,887 shares

    0.34% of the 13F portfolio, value $1,370,820.

    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 97,395 shares
    Change vs previous 13F -112,222 shares

    0.36% of the 13F portfolio, value $1,472,607.

    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 209,617 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $3,054,113.

    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).