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Legacy Capital Wealth Partners, LLC: SRE position timeline

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

Legacy Capital Wealth Partners, LLC held 3,882 SRE 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 3,882 shares
    Change vs previous 13F -54 shares

    0.07% of the 13F portfolio, value $359,921.

    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 3,936 shares
    Change vs previous 13F -171 shares

    0.08% of the 13F portfolio, value $382,441.

    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 4,107 shares
    Change vs previous 13F -2,353 shares

    0.08% of the 13F portfolio, value $362,565.

    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 6,460 shares
    Change vs previous 13F -817 shares

    0.13% of the 13F portfolio, value $581,277.

    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 7,277 shares
    Change vs previous 13F +61 shares

    0.13% of the 13F portfolio, value $551,401.

    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 7,216 shares
    Change vs previous 13F +309 shares

    0.13% of the 13F portfolio, value $514,942.

    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 6,907 shares
    Change vs previous 13F -242 shares

    0.15% of the 13F portfolio, value $605,839.

    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 7,149 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $597,883.

    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).