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Legacy Wealth Managment, LLC/ID

Position in OXLC — Oxford Lane Capital Corp.

CIK 2045082 BOISE, ID

Position in OXLC

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$58,777
-$13,983 QoQ
Shares Held
6,010
+20.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OXLC Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Legacy Wealth Managment, LLC/ID holds $1,795,152 across 4 Asset Management names.

# Ticker Company Shares Value (USD) Open

All Filings in OXLC

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $58,777 6,010
2025-12-31 $72,760 4,970
2025-09-30 $1,879 111
2025-06-30 $2,335 556