Legacy-Financial-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-01
Total Holdings
82
Total Value
309314537
Accession Number
0001104659-25-043524
Form Type
13F-HR
Manager Name
Legacy-Financial-Group
Data Enrichment
65% identified
53 identified29 unidentified

Holdings

82 positions • $309.3M total value
Manager:
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Page 5 of 5
Zoom Communications, Inc.
Shares:2.7K
Value:$201.0K
% of Portfolio:0.1% ($201.0K/$309.3M)
Lloyds Banking Group plc
Shares:13.6K
Value:$51.9K
% of Portfolio:0.0% ($51.9K/$309.3M)