Legacy Wealth Managment, LLCETFConcentrated trader

CIK: 0002045082 | BOISE, ID

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	197	$242.7M	2026-08-13	SEC ↗
Q1 2026	13F-HR	1082	$201.2M	2026-05-07	SEC ↗
Q4 2025	13F-HR	975	$209.0M	2026-02-03	SEC ↗
Q3 2025	13F-HR	822	$221.2M	2025-11-12	SEC ↗
Q2 2025	13F-HR	791	$192.1M	2025-08-06	SEC ↗
Q1 2025	13F-HR	860	$141.5M	2025-05-16	SEC ↗
Q4 2024	13F-HR	794	$156.5M	2025-02-13	SEC ↗
Q3 2024	13F-HR	743	$171.5M	2024-11-15	SEC ↗