Legacy Wealth Managment, LLC/ID

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    boise, ID
  • CIK
    0002045082
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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