Legacy Capital Wealth Partners, LLC
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1766228
LITTLE ROCK, AR
Position in BILZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,723,898
+$1,848 QoQ
Shares Held
26,988
+0.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#19
of 51 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,723,898 | 26,988 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,722,050 | 26,959 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,713,702 | 26,931 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,721,707 | 26,897 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,718,738 | 26,865 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,715,600 | 26,834 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,702,379 | 26,804 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,709,760 | 26,771 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,702,807 | 26,734 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $2,683,464 | 26,664 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,681,978 | 26,636 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||