Position in LGCY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,224,721
-$390,248 QoQ
Shares Held
444,279
-0.9% QoQ
Ownership
3.51%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#4
of 48 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LGCY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026BARD ASSOCIATES INC holds $5,411,833 across 3 Education & Training Services names. LGCY ranks #1 (96.5% of the industry book) .
All Filings in LGCY
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,224,721 | 444,279 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,614,969 | 448,480 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,579,182 | 449,380 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,351,163 | 454,667 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,395,468 | 482,600 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,589,302 | 500,600 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,164,992 | 500,600 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,300,000 | 500,000 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||