Legacy Wealth Management, LLC
- SEC CIK
- 0002047443
- Latest filing
- Jul 8, 2026
WAL holding history
Western Alliance Bancorporation in every 13F filed by Legacy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WAL overviewAll 13F holders of WALFull Q2 2026 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 17
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −7,000−100.0% | Sold out | Holders |
| Q1 2025 | 7,000 | $537.8K | 0.2% | −2,420−25.7% | Reduced | Holders |
| Q4 2024 | 9,420 | $786.9K | 0.3% | 00.0% | Unchanged | Holders |
| Q3 2024 | 9,420 | $814.7K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2024 | 9,420 | $591.8K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2024 | 9,420 | $604.7K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2023 | 9,420 | $619.7K | 0.3% | −4,500−32.3% | Reduced | Holders |
| Q3 2023 | 13,920 | $639.9K | 0.3% | −190−1.3% | Reduced | Holders |
| Q2 2023 | 14,110 | $514.6K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2023 | 14,110 | $501.5K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2022 | 14,110 | $840.4K | 0.5% | −13,715−49.3% | Reduced | Holders |
| Q3 2022 | 27,825 | $1.83M | 1.2% | +2,900+11.6% | Added | Holders |
| Q2 2022 | 24,925 | $1.76M | 1.1% | +11,075+80.0% | Added | Holders |
| Q1 2022 | 13,850 | $1.15M | 0.6% | 00.0% | Unchanged | Holders |
| Q4 2021 | 13,850 | $1.49M | 0.8% | +37+0.3% | Added | Holders |
| Q3 2021 | 13,813 | $1.50M | 0.8% | 00.0% | Unchanged | Holders |
| Q2 2021 | 13,813 | $1.28M | 0.7% | +123+0.9% | Added | Holders |
| Q1 2021 | 13,690 | $1.29M | 0.8% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.