Integrated Wealth Concepts LLC

Position in LGCY — Legacy Education Inc.

CIK 1737109 WALTHAM, MA

Position in LGCY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$380,332

+$70,781 QoQ

Shares Held

30,378

0.0% QoQ

Ownership

0.240%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#29

of 58 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Integrated Wealth Concepts LLC holds $2,280,500 across 5 Education & Training Services names. LGCY ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRN	Stride, Inc.	16,102	$1,419,713
2	LGCY	Legacy Education Inc. This page	30,378	$380,332
3	LAUR	Laureate Education, Inc.	5,923	$206,357
4	LOPE	Grand Canyon Education, Inc.	1,206	$205,056
5	COUR	Coursera, Inc.	11,863	$69,042

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$380,332	30,378	0.0%	Shares	Sole	2026-05-15
2025-12-31	$309,551	30,378	0.0%	Shares	Sole	2026-02-13
2025-09-30	$290,717	30,378	+7.3%	Shares	Sole	2025-11-14
2025-06-30	$316,394	28,300	0.0%	Shares	Sole	2025-08-14
2025-03-31	$202,911	28,300	0.0%	Shares	Sole	2025-05-15
2024-12-31	$235,456	28,300	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.