Legacy Investment Solutions, LLC GBIL β€” GOLDMAN SACHS ETF TR

Ownership history in Legacy Investment Solutions, LLC  Β·  3 quarters on record

AI Ownership Summary

Legacy Investment Solutions, LLC reported GOLDMAN SACHS ETF TR (GBIL) in 3 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 6.35% in 2024 Q3. The latest visible filing shows GBIL at 1.19% 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 GBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Investment Solutions, LLC's position in GOLDMAN SACHS ETF TR, 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 Q2

GBIL was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.35% in 2024 Q3

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 Q2

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 Legacy Investment Solutions, LLC held GBIL β€” position size vs. price
% of Fund (quarterly)    GBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 52.7% +1.1% ❌ 22,862 -25,443 -52.7% 1.19% $2.3M 2025-08-14 (Est.) $96.99
2024 Q4 REDUCED 55.6% +0.9% ❌ 48,305 -60,567 -55.6% 3.08% $4.8M 2025-02-14 $95.03
2024 Q3 INITIATED β€” β€” β€” 108,872 β€” β€” 6.35% $10.9M 2024-11-15 $94.00

FAQ About Legacy Investment Solutions, LLC and GBIL

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

How long has Legacy Investment Solutions, LLC reported owning GBIL?

Legacy Investment Solutions, LLC reported GBIL across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported GBIL position in Legacy Investment Solutions, LLC's portfolio?

The largest reported portfolio weight for GBIL was 6.35% in 2024 Q3.

What is the latest reported GBIL position on this page?

The most recent filing on this page is 2025 Q2, when Legacy Investment Solutions, LLC reported 22,862 shares, equal to 1.19% of portfolio, with an estimated market value of $2.3M.

What does the chart on this GBIL ownership page compare?

The chart compares Legacy Investment Solutions, LLC's quarterly GBIL 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.

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