Legacy Bridge, LLC
All 13F Filings
- Location
- West Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 246,386
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 223.5 K | 90.7% | 5.797 K | 0 | 5.797 K |
| ETFs | 22.77 K | 9.2% | 357 | 0 | 357 |
| Debt | 72 | 0.0% | 0 | 84 | -84 |
| Other | 3 | 0.0% | 3 | 0 | 3 |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
246,386
Holdings
464
QoQ value change ($000)
6,070
(2.5%)
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.