SEC 13F Intelligence

Holos Integrated Wealth LLC / LGCY

Holos Integrated Wealth LLC’s Legacy Ed Inc Position

Does Holos Integrated Wealth LLC own Legacy Ed Inc (LGCY)? Yes852.5K shares worth $10M (+5.22% of its 13F portfolio) as of Q1 2026, down from 934.4K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
852.5K
% of Portfolio
+5.22%
Quarters Held
3
currently held

Position History LGCY

Reported value by quarter
Q2 ’25: $11MQ2 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026852.5K$10M+5.22%
Q4 2025934.4K$9M+5.08%
Q2 20251.00M$11M+6.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holos Integrated Wealth LLC’s full portfolio or all institutional holders of LGCY.