Position in XP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$538,027
-$92,806 QoQ
Shares Held
33,089
-0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#183
of 317 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $3,150,227 across 4 Capital Markets names. XP ranks #3 (17.1% of the industry book) .
All Filings in XP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,027 | 33,089 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $630,833 | 33,132 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $527,048 | 32,196 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $606,935 | 32,301 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $641,895 | 31,777 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $436,040 | 31,712 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $269,931 | 22,779 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $497,727 | 27,744 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $482,247 | 27,416 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $669,700 | 26,099 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $738,563 | 28,330 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $672,529 | 29,177 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $724,984 | 30,903 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $374,629 | 31,561 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $418,337 | 27,271 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $311,935 | 16,409 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $532,873 | 29,670 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $729,473 | 24,235 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||