Legacy Investment Solutions, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    boise, ID
  • CIK
    0002044858
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

748

$192.15 M
BSGM, NEOV, BITO, KRE
13F-HR
Aug 6, 2025
000204485825000008

752

$156.47 M
NEOV, BITO, DVN, KRE
13F-HR
Feb 13, 2025
000204485825000001

702

$171.50 M
NEOV, BITO, KRE, GBIL
13F-HR
Nov 15, 2024
000204485824000001