Legacy Bridge, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 262,210
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 320 | 262,210 | 13F-HR | Legacy Bridge, LLC |
| Q4 2025 | 1/23/2026 | 464 | 246,386 | 13F-HR | Legacy Bridge, LLC |
| Q3 2025 | 11/12/2025 | 312 | 240,316 | 13F-HR | Legacy Bridge, LLC |
| Q2 2025 | 8/6/2025 | 303 | 210,706 | 13F-HR | Legacy Bridge, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 217.2 K | 82.8% | 0 | 6.358 K | -6.358 K |
| ETFs | 44.95 K | 17.1% | 22.18 K | 0 | 22.18 K |
| Debt | 72 | 0.0% | 0 | 0 | 0 |
| Other | 0 | 0.0% | 0 | 3 | -3 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
262,210
Holdings
320
QoQ value change ($000)
15,824
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.