Legacy Wealth Managment, LLC/ID
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationboise, ID
- CIK0002045082
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
748 | $192.15M | BSGM, NEOV, BITO, KRE | 13F-HR | Aug 6, 2025 | 000204485825000009 | ||
820 | $141.51M | DVN, KRE, BITO, ICSH | 13F-HR | May 16, 2025 | 000204485825000007 | ||
752 | $156.47M | NEOV, BITO, DVN, KRE | 13F-HR | Feb 13, 2025 | 000204508225000001 | ||
702 | $171.50M | NEOV, BITO, KRE, GBIL | 13F-HR | Nov 15, 2024 | 000204508224000001 |