Position in MC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$238,586
+$16,058 QoQ
Shares Held
3,647
-6.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#273
of 391 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $1,382,089 across 4 Capital Markets names. MC ranks #4 (17.3% of the industry book) .
All Filings in MC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,586 | 3,647 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $222,528 | 3,904 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,112 | 3,173 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $237,495 | 3,330 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $206,902 | 3,320 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $244,764 | 3,313 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $464,566 | 6,781 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||