Legacy Wealth Partners, LLCETFConcentrated trader

CIK: 0002066638 | Lakewood, CO

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	196	$462.0M	2026-10-15	SEC ↗
Q2 2026	13F-HR	189	$445.3M	2026-07-22	SEC ↗
Q1 2026	13F-HR	176	$398.9M	2026-04-17	SEC ↗
Q4 2025	13F-HR	177	$386.3M	2026-02-17	SEC ↗