Position in INV
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$29,281
-$2,023 QoQ
Shares Held
7,489
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in INV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Legacy Bridge, LLC holds $1,922,179 across 5 Asset Management names. INV ranks #5 (1.5% of the industry book) .
All Filings in INV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,281 | 7,489 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,304 | 7,489 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $43,361 | 7,489 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,947 | 7,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $57,740 | 7,489 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $103,722 | 7,489 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||