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Legacy Capital Wealth Partners, LLC: WMT position timeline

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

Legacy Capital Wealth Partners, LLC held 537,285 WMT 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 537,285 shares
    Change vs previous 13F +46,175 shares

    11.67% of the 13F portfolio, value $60,852,939.

    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 491,110 shares
    Change vs previous 13F -31,771 shares

    12.58% of the 13F portfolio, value $61,035,098.

    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 522,881 shares
    Change vs previous 13F -6,342 shares

    12.5% of the 13F portfolio, value $58,254,195.

    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 529,223 shares
    Change vs previous 13F +2,809 shares

    11.86% of the 13F portfolio, value $54,541,732.

    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 526,414 shares
    Change vs previous 13F +10,524 shares

    11.72% of the 13F portfolio, value $51,472,792.

    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 515,890 shares
    Change vs previous 13F +5,811 shares

    11.14% of the 13F portfolio, value $45,289,959.

    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 510,079 shares
    Change vs previous 13F +15,381 shares

    11.41% of the 13F portfolio, value $46,085,597.

    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 494,698 shares
    Change vs previous 13F not available

    7.99% of the 13F portfolio, value $39,946,885.

    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).