Back to HODL

Legacy Financial Strategies, LLC → HODL

Legacy Financial Strategies, LLC HODL Position History

VanEck Bitcoin ETF • Financial Services

Quarters held
10
Latest value
$12M
Q3 2026
Peak value
$12.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$407K
Q3 2025$4.6M
Q4 2025$426K
Q4 2025$6.3M
Q1 2026$398K
Q1 2026$7.1M
Q2 2026$427K
Q2 2026$12.4M
Q3 2026$435K
Q3 2026$12M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12M19.7K——
Q3 2026$435K4.1K——
Q2 2026$12.4M18.9K——
Q2 2026$427K4.1K——
Q1 2026$7.1M18.5K——
Q1 2026$398K4.1K——
Q4 2025$6.3M17.4K——
Q4 2025$426K4.1K——
Q3 2025$4.6M14.1K——
Q3 2025$407K4.1K——

Other funds holding HODL

Other Legacy Financial Strategies, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$108.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$99.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$93.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$92.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$84.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$79.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$77.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$69M