Legacy Wealth Asset Management, LLC
Position in OLLI — Ollie's Bargain Outlet Holdings, Inc.
CIK 1846151
WOODBURY, MN
Position in OLLI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,930
-$57,528 QoQ
Shares Held
3,394
-1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#302
of 452 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OLLI Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $1,918,961 across 5 Discount Stores names. OLLI ranks #4 (13.6% of the industry book) .
All Filings in OLLI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,930 | 3,394 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $318,458 | 3,460 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $367,412 | 3,352 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $432,322 | 3,367 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $420,773 | 3,193 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $346,636 | 2,979 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $323,045 | 2,944 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||