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Strategy shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Strategy (ESUM) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Strategy

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All positions including Strategy held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 228k 27.18
2025-06-30 $5.8M 222k 25.99

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Strategy Eventide Us Mrkt (ESUM)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Linde SHS (LIN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Chubb (CB)

View all positions for Legacy Wealth Asset Management

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