13F Filings History of Legacy Wealth Managment, LLC/ID

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$208,742,202
Signature - Title
Jefferson Hunt West - Chief Compliance Officer
Location
Boise, ID
Summary
This page shows a list of all the recent 13F filings made by Legacy Wealth Managment, LLC/ID. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Wealth Managment, LLC/ID reported 919 stock holdings with total value $208,742,202 as of Q4 2025. Top holdings included STEX, NEOV, XXV, ICSH, and BUFD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 919 $208,742,202 +$53,706,632 -$28,531,549 +$25,175,083 STEX, NEOV, XXV, ICSH, BUFD 13F-HR 03 Feb 2026, 16:57
Q3 2025 773 $221,000,699 +$61,138,784 -$32,541,359 +$28,597,425 STEX, NEOV, BIL, ORCL, BUFR 13F-HR 12 Nov 2025, 11:20
Q2 2025 741 $188,949,995 +$37,242,319 -$35,087,388 +$2,154,931 BSGM, NEOV, BITO, BIL, UCON 13F-HR 06 Aug 2025, 16:42
Q1 2025 813 $137,667,935 +$17,606,791 -$20,460,301 -$2,853,510 DVN, BIL, BITO, ICSH, NEOV 13F-HR 16 May 2025, 12:31
Q4 2024 745 $130,689,762 +$27,056,468 -$38,888,006 -$11,831,538 BITO, DVN, BIL, ECC, SVOL 13F-HR 13 Feb 2025, 11:57
Q3 2024 698 $145,792,151 $0 $0 $0 BITO, BIL, GBIL, SVOL, EETH 13F-HR 15 Nov 2024, 15:36