Legacy-Financial-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
362
Total Value
597964044
Accession Number
0001765380-25-000226
Form Type
13F-HR
Manager Name
Legacy-Financial-Advisors
Data Enrichment
91% identified
329 identified33 unidentified

Holdings

362 positions • $598.0M total value
Manager:
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Page 19 of 19
ChargePoint Holdings, Inc.
Shares:36.0K
Value:$21.8K
% of Portfolio:0.0% ($21.8K/$598.0M)
OFFICE PROPERTIES INCOME TRUST
Shares:10.0K
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$598.0M)