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Legacy Ed shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Legacy Ed (LGCY) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Legacy Ed

Tip: Access up to 7 years of quarterly data

All positions including Legacy Ed held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Legacy Ed by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $291k 30k 9.57
2025-06-30 $316k 28k 11.18
2025-03-31 $203k 28k 7.17
2024-12-31 $236k 28k 8.32

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Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Legacy Ed

Holos Integrated Wealth
Royce & Associates
Kennedy Capital Management
Bard Associates
Vanguard Group
SG Capital Management
Truffle Hound Capital
Punch & Associates Investment Management
White Pine Capital
Geode Capital Management
Russell Investments
Goldman Sachs Group
Renaissance Technologies
BlackRock
Manatuck Hill Partners

View all funds holding Legacy Ed