Legacy Capital Wealth Partners, LLC: ROE position timeline

Legacy Capital Wealth Partners, LLC held 0 ROE 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 0 shares

   Change vs previous 13F -11,934 shares

   13F-HR 0001951757-26-001236 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 11,934 shares

   Change vs previous 13F -3,297 shares

   0.09% of the 13F portfolio, value $422,839.

   13F-HR 0001951757-26-000872 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 15,231 shares

   Change vs previous 13F -1,068 shares

   0.12% of the 13F portfolio, value $537,187.

   13F-HR 0001951757-26-000179 filed by Legacy Capital Wealth Partners, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 16,299 shares

   Change vs previous 13F -464 shares

   0.12% of the 13F portfolio, value $563,508.

   13F-HR 0001951757-25-001415 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 16,763 shares

   Change vs previous 13F -5,901 shares

   0.12% of the 13F portfolio, value $539,932.

   13F-HR 0001951757-25-001078 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 22,664 shares

   Change vs previous 13F +6,291 shares

   0.16% of the 13F portfolio, value $663,367.

   13F-HR 0001951757-25-000497 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 16,373 shares

   Change vs previous 13F -615 shares

   0.12% of the 13F portfolio, value $497,731.

   13F-HR 0001951757-25-000158 filed by Legacy Capital Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 16,988 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $523,309.

   13F-HR 0001951757-24-001159 filed by Legacy Capital Wealth Partners, LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).