Position in AAON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,617
New position
Shares Held
1,676
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#361
of 470 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $930,136 across 2 Building Products & Equipment names. AAON ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSL |
Carlisle Companies Inc
|
1,978 | $717,519 | |
| 2 | AAON |
Aaon, Inc.
This page
|
1,676 | $212,617 |
All Filings in AAON
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,617 | 1,676 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||