LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Position in LSGR — Natixis Loomis Sayles Focused Growth ETF
CIK 2071183
THE WOODLANDS, TX
Position in LSGR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$235,085
+$12,177 QoQ
Shares Held
5,580
-1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#24
of 32 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LSGR Over Time
Shares Held
Position Value (USD)
All Filings in LSGR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,085 | 5,580 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,908 | 5,659 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $292,506 | 6,535 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||