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Legacy Capital Wealth Partners, LLC: SPTM position timeline

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

Legacy Capital Wealth Partners, LLC held 0 SPTM 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 -9,997 shares

    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).

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

  2. period ended2026-03-31
    13F 9,997 shares
    Change vs previous 13F -2,458 shares

    0.16% of the 13F portfolio, value $790,397.

    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 12,455 shares
    Change vs previous 13F -652 shares

    0.22% of the 13F portfolio, value $1,027,533.

    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 13,107 shares
    Change vs previous 13F +1,571 shares

    0.23% of the 13F portfolio, value $1,057,076.

    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 11,536 shares
    Change vs previous 13F -8,021 shares

    0.2% of the 13F portfolio, value $863,962.

    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 19,557 shares
    Change vs previous 13F -129 shares

    0.33% of the 13F portfolio, value $1,330,054.

    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 19,686 shares
    Change vs previous 13F +4,300 shares

    0.35% of the 13F portfolio, value $1,406,179.

    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 15,386 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,077,968.

    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).