Position in LGCY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$10,025,988
-$647,938 QoQ
Shares Held
852,550
0.0% QoQ
Ownership
6.74%
of shares outstanding
% of Portfolio
27.40%
of 13F equity value
Holder Rank
#2
of 48 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LGCY Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Holos Integrated Wealth LLC holds $10,025,988 across 1 Education & Training Services name. LGCY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LGCY |
Legacy Education Inc.
This page
|
852,550 | $10,025,988 |
All Filings in LGCY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,025,988 | 852,550 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,673,926 | 852,550 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,521,057 | 934,353 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $8,941,758 | 934,353 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $11,217,486 | 1,003,353 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,308,761 | 1,019,353 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,496,000 | 300,000 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||