Position in MDB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,447
-$1,749 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Wealth Managment, LLC/ID holds $730,746 across 1 Software - Infrastructure name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,959 | $730,746 |
All Filings in MDB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,447 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,196 | 10 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,103 | 10 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,099 | 10 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,754 | 10 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,328 | 10 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||