Legacy Wealth Managment, LLC/ID
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Boise, ID
CIK
0002045082
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
752
156,474
NEOV, BITO, DVN, BIL
13F-HR
2/13/2025
000204508225000001
Q3 2024
702
171,503
NEOV, BITO, BIL, GBIL
13F-HR
11/15/2024
000204508224000001