Legacy Wealth Managment, LLC/ID
FollowFiler group, 2 members, built by the linking rules
Legacy Wealth Managment, LLC/ID is a filer group of 2 members, 2 of them filing 13F reports, with 13 filings between them.
Members
Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).
| Member | Kind | Quarters | Evidence |
|---|---|---|---|
| Legacy Investment Solutions, LLCCIK 2044858 | 13F filer | from Q1 2026 |
|
| Legacy Wealth Managment, LLC/IDCIK 2045082 | 13F filer | all |
|
Filings of the group
The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-NT 0002045082-26-000006 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-26-000005 | Quarter ended 2026-06-30 | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-NT 0002045082-26-000004 | Quarter ended 2026-03-31 | 2026-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-26-000002 | Quarter ended 2026-03-31 | 2026-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-26-000001 | Quarter ended 2025-12-31 | 2026-02-03 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-25-000005 | Quarter ended 2025-09-30 | 2025-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0002044858-25-000008 | Quarter ended 2025-06-30 | 2025-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0002044858-25-000009 | Quarter ended 2025-06-30 | 2025-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0002044858-25-000007 | Quarter ended 2025-03-31 | 2025-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002044858-25-000001 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-25-000001 | Quarter ended 2024-12-31 | 2025-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0002045082-24-000001 | Quarter ended 2024-09-30 | 2024-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0002044858-24-000001 | Quarter ended 2024-09-30 | 2024-11-15 | acceptance time not in the bulk data set |