LGCY β€” LEGACY ED INC

Ownership history in BARD ASSOCIATES INC  Β·  6 quarters on record

AI Ownership Summary

BARD ASSOCIATES INC reported LEGACY ED INC (LGCY) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.73% in 2025 Q2. The latest visible filing shows LGCY at 1.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARD ASSOCIATES INC's position in LEGACY ED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LGCY was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARD ASSOCIATES INC held LGCY β€” position size vs. price
% of Fund (quarterly)    LGCY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 449,380 -5,287 -1.2% 1.18% $4.6M 2026-02-14 (Est.) $11.55
2025 Q3 REDUCED 454,667 -27,933 -5.8% 1.15% $4.4M 2025-11-14 $9.46
2025 Q2 REDUCED 482,600 -18,000 -3.6% 1.73% $5.4M 2025-08-05 $9.78
2025 Q1 UNCHANGED 500,600 β€” 0% 1.34% $3.6M 2025-05-12 $7.50
2024 Q4 ADDED 500,600 +600 +0.1% 1.42% $4.2M 2025-02-06 $9.33
2024 Q3 INITIATED 500,000 β€” β€” 0.78% $2.3M 2024-11-06 $5.59

FAQ About BARD ASSOCIATES INC and LGCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARD ASSOCIATES INC reported owning LGCY?

BARD ASSOCIATES INC reported LGCY across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported LGCY position in BARD ASSOCIATES INC's portfolio?

The largest reported portfolio weight for LGCY was 1.73% in 2025 Q2.

What is the latest reported LGCY position on this page?

The most recent filing on this page is 2025 Q4, when BARD ASSOCIATES INC reported 449,380 shares, equal to 1.18% of portfolio, with an estimated market value of $4.6M.

What does the chart on this LGCY ownership page compare?

The chart compares BARD ASSOCIATES INC's quarterly LGCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to BARD ASSOCIATES INC Holdings