13F Filings History of Legacy Investment Solutions, LLC

Latest 13F report
Q2 2025 - Aug 6, 2025
Value $
$189M
Signature - Title
Jefferson Hunt West - Chief Compliance Officer
Location
Meridian, ID
Summary
This page shows a list of all the recent 13F filings made by Legacy Investment Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Investment Solutions, LLC reported 741 stock holdings with total value $189M as of Q2 2025. Top holdings included BSGM, NEOV, BITO, BIL, and UCON.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 741 $189M +$34.2M -$38.4M -$4.19M BSGM, NEOV, BITO, BIL, UCON 13F-HR 8/6/2025, 04:33 PM
Q4 2024 745 $131M +$27.1M -$38.9M -$11.8M BITO, DVN, BIL, ECC, SVOL 13F-HR 2/13/2025, 05:41 PM
Q3 2024 698 $146M $0 $0 BITO, BIL, GBIL, SVOL, EETH 13F-HR 11/14/2024, 06:03 PM