Legacy Bridge, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 323,777
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 322 | 323,777 | 13F-HR | Legacy Bridge, LLC |
| 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 | 272.7 K | 84.2% | 55.47 K | 0 | 55.47 K |
| ETFs | 51.05 K | 15.8% | 6.103 K | 0 | 6.103 K |
| Debt | 71 | 0.0% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
323,777
Holdings
322
QoQ value change ($000)
61,567
(23.5%)
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.