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Legacy Capital Wealth Partners, LLC: SPY position timeline

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

Legacy Capital Wealth Partners, LLC held 18,748 SPY 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 18,748 shares
    Change vs previous 13F -54,845 shares

    0.96% of the 13F portfolio, value $4,988,764.

    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 73,593 shares
    Change vs previous 13F +7,731 shares

    1.88% of the 13F portfolio, value $9,142,854.

    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 65,862 shares
    Change vs previous 13F +3,893 shares

    2.1% of the 13F portfolio, value $9,795,911.

    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 61,969 shares
    Change vs previous 13F -1,045 shares

    1.56% of the 13F portfolio, value $7,193,799.

    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 63,014 shares
    Change vs previous 13F -12,676 shares

    1.84% of the 13F portfolio, value $8,098,666.

    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 75,690 shares
    Change vs previous 13F -2,988 shares

    3.55% of the 13F portfolio, value $14,426,188.

    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 78,678 shares
    Change vs previous 13F -76,451 shares

    4.17% of the 13F portfolio, value $16,865,478.

    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 155,129 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $20,864,211.

    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).