Back to LGCY
Holos Integrated Wealth LLC → LGCY
Holos Integrated Wealth LLC LGCY Position History
Legacy Education Inc. • Consumer Cyclical
Quarters held
5
Latest value
$8.7M
Q3 2026
Peak value
$10.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.6M |
| Q4 2025 | $9.7M |
| Q1 2026 | $10.3M |
| Q2 2026 | $9.6M |
| Q3 2026 | $8.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.7M | 852.5K | — | — |
| Q2 2026 | $9.6M | 852.5K | — | — |
| Q1 2026 | $10.3M | 852.5K | — | — |
| Q4 2025 | $9.7M | 934.4K | — | — |
| Q3 2025 | $8.6M | 934.4K | — | — |
Other funds holding LGCY
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond