Legacy Bridge, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 7, 2024
Value $
$186M
Signature - Title
Carolyn Zuendel - Administrative Assistant
Location
West Des Moines, IA
Summary
This page shows a list of all the recent 13F filings made by Legacy Bridge, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Bridge, LLC reported 293 stock holdings with total value $186M as of Q3 2024. Top holdings included NVDA, WTBA, AVGO, ANET, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 293 $186M +$17.3M -$4.51M +$12.8M NVDA, WTBA, AVGO, ANET, MSFT 13F-HR 11/7/2024, 01:08 PM
Q2 2024 286 $170M +$15.1M -$12.8M +$2.27M NVDA, WTBA, AVGO, MSFT, AMZN 13F-HR 8/6/2024, 12:30 PM
Q1 2024 317 $171M +$12.1M -$12.2M -$131K WTBA, NVDA, AVGO, MSFT, SMCI 13F-HR 4/25/2024, 12:29 PM
Q4 2023 292 $154M +$7.24M -$10.6M -$3.36M WTBA, AVGO, MSFT, LLY, NVDA 13F-HR 1/17/2024, 10:10 AM
Q3 2023 288 $140M +$2.84M -$7.78M -$4.94M WTBA, MSFT, LLY, AVGO, NVDA 13F-HR 10/11/2023, 02:11 PM
Q2 2023 292 $150M +$6.1M -$6.05M +$48.3K WTBA, MSFT, AVGO, NVDA, LLY 13F-HR 7/11/2023, 03:59 PM
Q1 2023 294 $143M +$5.06M -$7.6M -$2.54M WTBA, MSFT, AAPL, AMD, AVGO 13F-HR 4/24/2023, 12:54 PM
Q4 2022 303 $141M +$4.9M -$1.87M +$3.03M WTBA, VXUS, MSFT, AAPL, RTX 13F-HR 1/11/2023, 02:09 PM
Q3 2022 284 $125M +$4.53M -$7.12M -$2.59M WTBA, TDTT, VXUS, MSFT, AAPL 13F-HR 11/2/2022, 03:38 PM
Q2 2022 289 $136M +$1.98M -$10.9M -$8.95M WTBA, AAPL, TDTT, VXUS, MSFT 13F-HR 7/21/2022, 01:35 PM
Q1 2022 302 $171M +$2.62M -$10.1M -$7.5M WTBA, AAPL, MSFT, VXUS, AMD 13F-HR 4/27/2022, 05:47 PM
Q4 2021 309 $192M +$9.73M -$4.67M +$5.06M WTBA, AAPL, MSFT, VXUS, NVDA 13F-HR 1/18/2022, 10:20 AM
Q3 2021 298 $173M +$5.69M -$6.64M -$948K WTBA, VXUS, AAPL, MSFT, VCIT 13F-HR 10/26/2021, 11:40 AM
Q2 2021 286 $177M +$14.3M -$3.72M +$10.6M WTBA, VXUS, AAPL, VCIT, MSFT 13F-HR 8/3/2021, 04:14 PM
Q1 2021 288 $155M +$11.3M -$4.59M +$6.67M WTBA, VXUS, VCIT, AAPL, MSFT 13F-HR 4/29/2021, 11:04 AM
Q4 2020 288 $138M +$15.1M -$2.42M +$12.7M WTBA, VCIT, VXUS, AAPL, TGT 13F-HR 2/2/2021, 10:54 AM
Q3 2020 283 $110M +$13.3M -$811K +$12.5M WTBA, VCIT, VXUS, AAPL, NVDA 13F-HR 10/19/2020, 04:17 PM
Q2 2020 285 $90.9M +$2.34M -$6.36M -$4.02M WTBA, MSFT, AAPL, NVDA, AMZN 13F-HR 8/4/2020, 12:44 PM
Q1 2020 281 $79.4M +$2.52M -$16M -$13.5M WTBA, MSFT, NVDA, AAPL, AMD Restatement 5/1/2020, 11:54 AM
Q4 2019 280 $120M +$11.4M -$6.9M +$4.54M WTBA, MSFT, IWO, AAPL, EFA 13F-HR 2/4/2020, 02:07 PM
Q3 2019 278 $105M +$7.68M -$6.63M +$1.04M WTBA, DAR, MSFT, DIS, IWO 13F-HR 10/15/2019, 03:08 PM
Q2 2019 299 $104M +$5.65M -$2.02M +$3.63M WTBA, DAR, DIS, MSFT, IWO 13F-HR 7/11/2019, 02:03 PM
Q1 2019 306 $97M +$7.44M -$1.21M +$6.24M WTBA, DAR, IWO, EFA, MSFT 13F-HR 4/26/2019, 01:46 PM
Q4 2018 220 $80.8M $0 $0 WTBA, DAR, EFA, IWO, MSFT 13F-HR 1/25/2019, 11:28 AM