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Legacy Bridge, LLC

CIK
1689144
City
WEST DES MOINES
State / Country
IA

Top Portfolio Positions

222 positions · $214,352,636 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in WTBA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $5,847,605 245,801
2025-12-31 $5,645,158 254,401
2025-09-30 $5,169,428 254,401
2025-06-30 $5,094,004 259,501
2025-03-31 $5,234,269 262,501
2024-12-31 $5,758,921 266,001
2024-09-30 $5,561,869 292,576
2024-06-30 $5,415,090 302,519
2024-03-31 $5,423,511 304,179
2023-12-31 $6,522,794 307,679
2023-09-30 $5,018,244 307,679
2023-06-30 $5,767,558 313,284
2023-03-31 $5,741,968 314,284
2022-12-31 $8,132,156 318,284
2022-09-30 $6,644,300 319,284
2022-06-30 $7,888,082 324,079
2022-03-31 $8,924,308 327,979
2021-12-31 $14,202,998 457,129
2021-09-30 $13,805,661 459,729
2021-06-30 $12,757,479 459,729
2021-03-31 $11,115,824 461,429
2020-12-31 $8,913,299 461,829
2020-09-30 $7,373,979 465,529
2020-06-30 $8,142,102 465,529
2020-03-31 $8,609,566 526,579