Skip to content
Disclosery

Legacy Capital Wealth Partners, LLC: PFF position timeline

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

Legacy Capital Wealth Partners, LLC held 85,513 PFF 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 85,513 shares
    Change vs previous 13F +4,585 shares

    0.5% of the 13F portfolio, value $2,607,292.

    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 80,928 shares
    Change vs previous 13F +9,738 shares

    0.51% of the 13F portfolio, value $2,453,749.

    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 71,190 shares
    Change vs previous 13F +5,127 shares

    0.47% of the 13F portfolio, value $2,204,057.

    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 66,063 shares
    Change vs previous 13F +2,589 shares

    0.45% of the 13F portfolio, value $2,088,910.

    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 63,474 shares
    Change vs previous 13F +2,256 shares

    0.44% of the 13F portfolio, value $1,947,371.

    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 61,218 shares
    Change vs previous 13F -4,680 shares

    0.46% of the 13F portfolio, value $1,881,239.

    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 65,898 shares
    Change vs previous 13F -4,452 shares

    0.51% of the 13F portfolio, value $2,071,844.

    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 70,350 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,337,739.

    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).