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Beneficient Class A Common Sto shares owned by Legacy Wealth Managment

Quarter-by-quarter ownership of Beneficient Class A Common Sto (BENF) shares owned by Legacy Wealth Managment from 13F filings

Historical chart of Legacy Wealth Managment investment in Beneficient Class A Common Sto

Tip: Access up to 7 years of quarterly data

All positions including Beneficient Class A Common Sto held by Legacy Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Beneficient Class A Common Sto by Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3k 2.4k 0.95
2025-06-30 $720 2.4k 0.30
2025-03-31 $750 2.4k 0.31
2024-12-31 $1.5k 2.5k 0.60
2024-09-30 $3.1k 2.5k 1.25

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Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)

View all positions for Legacy Wealth Managment

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