SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / V

Legacy Wealth Management, LLC / Ms’s Visa Inc Position

Does Legacy Wealth Management, LLC / Ms own Visa Inc (V)? Yes — 17.7K shares worth $6M (+1.56% of its 13F portfolio) as of Q2 2026, down from 20.7K shares the prior filed quarter.

Position Value
$6M
Q2 2026
Shares
17.7K
% of Portfolio
+1.56%
Quarters Held
7
currently held

Position History V

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $6MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202617.7K$6M+1.56%
Q1 202620.7K$6M+1.78%
Q4 202520.7K$7M+1.93%
Q3 202518.1K$6M+1.86%
Q2 202520.5K$7M+2.22%
Q1 202523.4K$8M+2.68%
Q4 202425.5K$8M+3.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Wealth Management, LLC / Ms’s full portfolio or all institutional holders of V.