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Legacy Wealth Asset Management, LLCGARPConcentrated trader

CIK: 0001846151 | WOODBURY, MN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR357$456.3M2026-10-09SEC ↗
Q2 2026
13F-HR380$455.6M2026-07-09SEC ↗
Q1 2026
13F-HR374$411.0M2026-04-08SEC ↗
Q4 2025
13F-HR365$407.1M2026-01-12SEC ↗
Q3 2025
13F-HR359$411.5M2025-10-14SEC ↗
Q2 2025
13F-HR349$393.5M2025-07-30SEC ↗
Q1 2025
13F-HR339$361.9M2025-04-09SEC ↗
Q4 2024
13F-HR348$367.4M2025-01-15SEC ↗
Q3 2024
13F-HR345$372.7M2024-10-23SEC ↗
Q2 2024
13F-HR339$354.6M2024-08-14SEC ↗
Q1 2024
13F-HR344$359.2M2024-04-19SEC ↗
Q4 2023
13F-HR338$304.8M2024-01-10SEC ↗
Q3 2023
13F-HR333$272.5M2023-11-01SEC ↗
Q2 2023
13F-HR336$286.3M2023-08-04SEC ↗
Q1 2023
13F-HR335$277.1M2023-04-24SEC ↗
Q4 2022
13F-HR335$262.6M2023-02-02SEC ↗
Q3 2022
13F-HR314$15.1M2022-10-14SEC ↗
Q2 2022
13F-HR324$13.0M2022-07-19SEC ↗
Q1 2022
13F-HR325$15.1M2022-05-12SEC ↗
Q4 2021
13F-HR319$15.2M2022-02-10SEC ↗
Q3 2021
13F-HR292$14.1M2021-10-19SEC ↗
Q2 2021
13F-HR301$16.0M2021-07-14SEC ↗
Q1 2021
13F-HR288$14.6M2021-04-20SEC ↗
Q4 2020
13F-HR280$12.8M2021-03-25SEC ↗