Legacy Capital Wealth Partners, LLC: RWL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on RWL, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 79,115 RWL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 79,115 sharesChange vs previous 13F +408 shares
1.79% of the 13F portfolio, value $9,349,916.
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 78,707 sharesChange vs previous 13F +6,190 shares
1.72% of the 13F portfolio, value $8,363,183.
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 72,517 sharesChange vs previous 13F -2,830 shares
1.64% of the 13F portfolio, value $7,629,540.
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 75,347 sharesChange vs previous 13F -597 shares
1.68% of the 13F portfolio, value $7,710,693.
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 75,944 sharesChange vs previous 13F -4,426 shares
1.68% of the 13F portfolio, value $7,386,276.
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 80,370 sharesChange vs previous 13F -13,155 shares
1.84% of the 13F portfolio, value $7,474,542.
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 93,525 sharesChange vs previous 13F -20,890 shares
2.14% of the 13F portfolio, value $8,657,062.
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 114,415 sharesChange vs previous 13F not available
2.15% of the 13F portfolio, value $10,766,068.
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).