Legacy Capital Wealth Partners, LLC: PLD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on PLD, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 3,694 PLD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 3,694 sharesChange vs previous 13F +76 shares
0.1% of the 13F portfolio, value $500,475.
13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,618 sharesChange vs previous 13F -25 shares
0.1% of the 13F portfolio, value $478,229.
13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,643 sharesChange vs previous 13F -600 shares
0.1% of the 13F portfolio, value $465,010.
13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,243 sharesChange vs previous 13F -5 shares
0.11% of the 13F portfolio, value $485,935.
13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,248 sharesChange vs previous 13F -95 shares
0.1% of the 13F portfolio, value $446,511.
13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,343 sharesChange vs previous 13F +1,435 shares
0.12% of the 13F portfolio, value $485,531.
13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,908 sharesChange vs previous 13F -2,816 shares
0.08% of the 13F portfolio, value $307,409.
13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,724 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $722,831.
13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).