Back to SPG-PJ
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → SPG-PJ
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC SPG-PJ Position History
Simon Property Group, Inc.
Quarters held
3
Latest value
$6M
Q3 2026
Peak value
$6.6M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $5.5M |
| Q2 2026 | $6.6M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 29.7K | — | — |
| Q2 2026 | $6.6M | 29.6K | — | — |
| Q1 2026 | $5.5M | 29.2K | — | — |
Other funds holding SPG-PJ
$8.1B
$8.1B
$7.3B
$7.1B
$4.6B
$4.6B
$4.1B