Advertisement
Screener

Legacy Wealth Partners, LLC Last Quarter Change: Foreign Rights, Sold Out

Legacy Wealth Partners, LLC quarter change: Foreign Rights, Sold out

In rights (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Legacy Wealth Partners, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2066638): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
KETTLE HILL CAPITAL MANAGEMENT, LLCUnited States$0.399B45
Monument Capital ManagementUnited States$0.399B217
PW Nova Financial Services LLCUnited States$0.399B193
Ironsides Asset Advisors, LLCUnited States$0.399B80
Turim 21 Investimentos Ltda.Brazil$0.399B118
NovaPoint Capital, LLCUnited States$0.399B79
Fosun International LtdChina$0.399B66
FORTEM FINANCIAL GROUP, LLCUnited States$0.399B173
BARD ASSOCIATES INCUnited States$0.398B293
Mokosak Advisory Group, LLCUnited States$0.399B34