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Legacy Capital Wealth Partners, LLC: VNQ position timeline

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

Legacy Capital Wealth Partners, LLC held 7,360 VNQ 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 7,360 shares
    Change vs previous 13F +489 shares

    0.14% of the 13F portfolio, value $709,734.

    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 6,871 shares
    Change vs previous 13F +729 shares

    0.13% of the 13F portfolio, value $609,459.

    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 6,142 shares
    Change vs previous 13F +770 shares

    0.12% of the 13F portfolio, value $543,517.

    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 5,372 shares
    Change vs previous 13F +351 shares

    0.11% of the 13F portfolio, value $491,072.

    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 5,021 shares
    Change vs previous 13F +300 shares

    0.1% of the 13F portfolio, value $447,145.

    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 4,721 shares
    Change vs previous 13F +166 shares

    0.11% of the 13F portfolio, value $427,482.

    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 4,555 shares
    Change vs previous 13F +1,262 shares

    0.1% of the 13F portfolio, value $405,736.

    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 3,293 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $320,817.

    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).