Position in AI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$16
-$10 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $730,746 across 1 Software - Infrastructure name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,959 | $730,746 |
All Filings in AI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16 | 2 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $26 | 2 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $34 | 2 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $49 | 2 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $42 | 2 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $68 | 2 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $48 | 2 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||