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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → ASMLF
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC ASMLF Position History
ASMLF
Quarters held
3
Latest value
$5M
Q3 2026
Peak value
$5.7M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $503K |
| Q2 2026 | $5.7M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 2.8K | — | — |
| Q2 2026 | $5.7M | 2.9K | — | — |
| Q1 2026 | $503K | 381 | — | — |