• 13F History

Legacy Investment Solutions, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$131M
Signature - Title
Jefferson H. 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 745 stock holdings with total value $131M as of Q4 2024. Top holdings included BITO, DVN, BIL, ECC, and SVOL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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