Legacy Capital Wealth Partners, LLC
Holdings in WEST
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $136,153 | 33,453 | Shares | Sole | 2026-01-16 |
| 2025-09-30 | $189,180 | 38,926 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $207,013 | 36,128 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $260,678 | 36,105 | Shares | Sole | 2025-05-02 |
| 2024-12-31 | $167,979 | 26,165 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $236,951 | 36,454 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $296,997 | 29,032 | Shares | Sole | 2024-08-02 |
| 2023-12-31 | $178,909 | 17,523 | Shares | Sole | 2024-02-05 |