Position in WTBA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,984,610
+$137,005 QoQ
Shares Held
225,579
-8.2% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#10
of 113 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Bridge, LLC holds $8,627,875 across 3 Banks - Regional names. WTBA ranks #1 (69.4% of the industry book) .
All Filings in WTBA
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,984,610 | 225,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,847,605 | 245,801 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,645,158 | 254,401 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,169,428 | 254,401 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,094,004 | 259,501 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,234,269 | 262,501 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,758,921 | 266,001 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,561,869 | 292,576 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,415,090 | 302,519 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $5,423,511 | 304,179 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $6,522,794 | 307,679 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,018,244 | 307,679 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,767,558 | 313,284 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $5,741,968 | 314,284 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $8,132,156 | 318,284 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $6,644,300 | 319,284 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,888,082 | 324,079 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $8,924,308 | 327,979 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $14,202,998 | 457,129 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $13,805,661 | 459,729 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $12,757,479 | 459,729 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,115,824 | 461,429 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $8,913,299 | 461,829 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,373,979 | 465,529 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $8,142,102 | 465,529 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $8,609,566 | 526,579 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||