Back to LGCY
Integrated Wealth Concepts LLC → LGCY
Integrated Wealth Concepts LLC LGCY Position History
Legacy Education Inc. • Consumer Cyclical
Quarters held
5
Latest value
$357K
Q2 2026
Peak value
$714K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $291K |
| Q4 2025 | $310K |
| Q1 2026 | $380K |
| Q2 2026 | $714K |
| Q2 2026 | $357K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $357K | 30.4K | — | — |
| Q2 2026 | $714K | 60.8K | — | — |
| Q1 2026 | $380K | 30.4K | — | — |
| Q4 2025 | $310K | 30.4K | — | — |
| Q3 2025 | $291K | 30.4K | — | — |