Legacy Capital Wealth Partners, LLC: TPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Capital Wealth Partners, LLC on TPL, newest first. How the timeline and the estimate are built.
Legacy Capital Wealth Partners, LLC held 2,063 TPL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 2,063 sharesChange vs previous 13F -47 shares
0.17% of the 13F portfolio, value $902,793.
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 2,110 sharesChange vs previous 13F -163 shares
0.21% of the 13F portfolio, value $1,001,258.
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 2,273 sharesChange vs previous 13F +1,533 shares
0.14% of the 13F portfolio, value $652,813.
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 740 sharesChange vs previous 13F -17 shares
0.15% of the 13F portfolio, value $690,894.
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 757 sharesChange vs previous 13F -46 shares
0.18% of the 13F portfolio, value $799,687.
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 803 sharesChange vs previous 13F -115 shares
0.26% of the 13F portfolio, value $1,063,967.
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 918 sharesChange vs previous 13F -1,107 shares
0.25% of the 13F portfolio, value $1,015,271.
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 2,025 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,791,599.
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).