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Legacy Capital Wealth Management, LLCGrowthConcentrated trader

CIK: 0002071183 | THE WOODLANDS, TX

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR80$217.7M2026-08-13SEC ↗
Q1 2026
13F-HR65$173.9M2026-05-07SEC ↗
Q4 2025
13F-HR70$165.1M2026-02-11SEC ↗
Q4 2024
13F-HR51$100.7M2025-06-04SEC ↗