AI Portfolio Summary
In 2025 Q4, Legacy Wealth Managment, LLC/ID maintained a portfolio of 980 distinct positions. The most significant new addition to the portfolio was SIMPLIFY EXCHANGE TR, which now represents 8.06% of the total fund value. They heavily accumulated shares in NEOVOLTA INC, increasing their position by 3.1%. Conversely, Legacy Wealth Managment, LLC/ID completely exited their position in ISHARES TR.
Total Positions
980
Quarter
2025 Q4
Top Holding
BSGM (10.3%)
Top 10 Concentration
47.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 980
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BSGM
STREAMEX CORP
|
Unknown | 10.27% | 19.57% |
#1
Prev: #1
|
6.5 | -431,634 | -5.7% |
P
S
|
7,085,733 | $21,469,772 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEOV
NEOVOLTA INC
|
Industrials | 8.25% | 11.09% |
#2
Prev: #2
|
5.3 | 169,822 | 3.1% |
P
S
|
5,669,083 | $17,234,013 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XXV
SIMPLIFY EXCHAN...
|
Unknown | 8.06% | — |
#3
Prev: #—
|
7.7 | 662,452 | no change |
NEW
|
662,452 | $16,846,166 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 4.59% | 2.41% |
#4
4
Prev: #8
|
5.3 | 84,531 | 80.4% |
P
S
|
189,695 | $9,594,779 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFD
FIRST TR EXCHNG...
|
ETF | 3.25% | 1.40% |
#5
10
Prev: #15
|
4.8 | 128,439 | 114.7% |
P
S
|
240,409 | $6,789,151 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFQ
FIRST TR EXCHNG...
|
Unknown | 2.76% | 1.18% |
#6
12
Prev: #18
|
4.1 | 86,185 | 115.5% |
P
S
|
160,801 | $5,763,108 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 2.73% | 2.72% |
#7
2
Prev: #5
|
1.6 | -13,323 | -7.4% |
P
S
|
166,789 | $5,714,192 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.61% | 3.14% |
#8
5
Prev: #3
|
1.0 | -16,119 | -21.3% |
P
S
|
59,637 | $5,449,586 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BUFT
FIRST TR EXCHNG...
|
Unknown | 2.31% | 0.91% |
#9
13
Prev: #22
|
3.9 | 113,242 | 136.6% |
P
S
|
196,128 | $4,825,731 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 2.16% | 2.95% |
#10
6
Prev: #4
|
1.4 | -46 | -0.2% |
P
S
|
23,130 | $4,508,269 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTSM
FIRST TR EXCHAN...
|
ETF | 1.65% | 1.70% |
#11
1
Prev: #12
|
1.2 | -4,899 | -7.8% |
P
S
|
57,690 | $3,457,362 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECC
EAGLE POINT CRE...
|
Financial Services | 1.55% | 2.55% |
#12
5
Prev: #7
|
0.6 | -290,286 | -34.0% |
P
S
|
563,306 | $3,244,646 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSK
FS KKR CAP CORP
|
Financial Services | 1.47% | 1.94% |
#13
4
Prev: #9
|
0.6 | -80,118 | -27.9% |
P
S
|
206,947 | $3,064,880 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BITO
PROSHARES TR
|
ETF | 1.45% | 2.64% |
#14
8
Prev: #6
|
1.1 | -47,022 | -15.9% |
P
S
|
249,424 | $3,032,994 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
YGLD
SIMPLIFY EXCHAN...
|
Unknown | 1.44% | 1.79% |
#15
4
Prev: #11
|
0.6 | -25,825 | -26.4% |
P
S
|
72,011 | $3,000,044 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 1.35% | 0.78% |
#16
14
Prev: #30
|
3.5 | 14,950 | 58.2% |
P
S
|
40,654 | $2,824,234 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTGS
FIRST TR EXCHAN...
|
Warrant | 1.30% | 0.79% |
#17
12
Prev: #29
|
3.5 | 28,234 | 58.2% |
P
S
|
76,723 | $2,712,220 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRW
WISDOMTREE TR
|
ETF | 1.22% | 0.71% |
#18
14
Prev: #32
|
3.5 | 10,967 | 62.3% |
P
S
|
28,563 | $2,554,390 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 1.17% | 1.40% |
#19
3
Prev: #16
|
0.5 | -6,349 | -20.6% |
P
S
|
24,475 | $2,446,033 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CION
CION INVT CORP
|
Financial Services | 1.00% | 1.55% |
#20
7
Prev: #13
|
0.4 | -145,734 | -40.4% |
P
S
|
215,209 | $2,081,076 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.92% | 0.92% |
#21
Prev: #21
|
0.9 | -2,513 | -5.9% |
P
S
|
40,416 | $1,913,699 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 0.91% | 0.90% |
#22
1
Prev: #23
|
0.9 | -1,752 | -4.7% |
P
S
|
35,195 | $1,902,995 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEF
ISHARES TR
|
ETF | 0.88% | 0.79% |
#23
5
Prev: #28
|
2.4 | 981 | 5.4% |
P
S
|
19,111 | $1,837,715 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UCON
FIRST TR EXCHNG...
|
ETF | 0.87% | 0.86% |
#24
2
Prev: #26
|
0.8 | -3,254 | -4.3% |
P
S
|
72,345 | $1,820,923 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SVOL
SIMPLIFY EXCHAN...
|
ETF | 0.86% | 0.88% |
#25
1
Prev: #24
|
0.8 | -5,836 | -5.4% |
P
S
|
102,049 | $1,791,974 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.00% | 0.11% |
Sold All 😨
(Was: #86) |
0.0 | -2,489 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BDVL
BLACKROCK ETF T...
|
ETF | 0.00% | 0.05% |
Sold All 😨
(Was: #126) |
0.0 | -4,111 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UPRO
PROSHARES TR
|
ETF | 0.00% | 0.04% |
Sold All 😨
(Was: #129) |
0.0 | -828 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITA
ISHARES TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #156) |
0.0 | -278 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTY
TIDAL TRUST II
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #166) |
0.0 | -3,924 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPRO
CALAMOS ETF TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #170) |
0.0 | -2,020 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BCE
BCE INC
|
Communication Services | 0.00% | 0.02% |
Sold All 😨
(Was: #186) |
0.0 | -1,875 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #213) |
0.0 | -441 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FDN
FIRST TR EXCHAN...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #230) |
0.0 | -106 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QAI
NEW YORK LIFE I...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #257) |
0.0 | -670 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCEF
INVESCO EXCH TR...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #264) |
0.0 | -1,027 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #267) |
0.0 | -556 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #287) |
0.0 | -50 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAIE
CALAMOS ETF TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #297) |
0.0 | -551 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMLP
ALPS ETF TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #308) |
0.0 | -301 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.00% | 0.01% |
Sold All 😨
(Was: #314) |
0.0 | -153 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGZ
ISHARES TR
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #332) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #345) |
0.0 | -319 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TGTX
TG THERAPEUTICS...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #349) |
0.0 | -270 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #353) |
0.0 | -95 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SIVR
ABRDN SILVER ET...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #362) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJJ
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #379) |
0.0 | -59 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #387) |
0.0 | -542 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIP
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #394) |
0.0 | -63 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPGM
SPDR INDEX SHS ...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #408) |
0.0 | -80 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VVX
V2X INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #412) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APLD
APPLIED DIGITAL...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #414) |
0.0 | -250 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLDP
SOLID POWER INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #431) |
0.0 | -1,500 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LTBR
LIGHTBRIDGE COR...
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #453) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GWX
SPDR INDEX SHS ...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #462) |
0.0 | -98 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QS
QUANTUMSCAPE CO...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #468) |
0.0 | -300 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BFJL
FIRST TR EXCHAN...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #491) |
0.0 | -150 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #507) |
0.0 | -105 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #519) |
0.0 | -57 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DNP
DNP SELECT INCO...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #522) |
0.0 | -233 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQJ
INVESCO EXCH TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #534) |
0.0 | -58 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTLE
VITAL ENERGY IN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #548) |
0.0 | -114 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IPG
INTERPUBLIC GRO...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #574) |
0.0 | -56 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #579) |
0.0 | -30 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #593) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GMED
GLOBUS MED INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #596) |
0.0 | -22 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTXR
CITIUS PHARMACE...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #606) |
0.0 | -930 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NIO
NIO INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #608) |
0.0 | -150 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEA
NUVEEN AMT FREE...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #612) |
0.0 | -97 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MQY
BLACKROCK MUNIY...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #614) |
0.0 | -98 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WGMI
VALKYRIE ETF TR...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #615) |
0.0 | -24 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARKK
ARK ETF TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #617) |
0.0 | -12 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALE
ALLETE INC
|
Utilities | 0.00% | 0.00% |
Sold All 😨
(Was: #631) |
0.0 | -14 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BME
BLACKROCK HEALT...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #664) |
0.0 | -45 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COOP
MR COOPER GROUP...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #668) |
0.0 | -3 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USRT
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #697) |
0.0 | -7 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRBT
IROBOT CORP
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #708) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PCTY
PAYLOCITY HLDG ...
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #747) |
0.0 | -1 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFTY
FIRST TR EXCH T...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #754) |
0.0 | -2 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AQMS
AQUA METALS INC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #764) |
0.0 | -11 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
NEXMETALS MININ...
|
—
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #766) |
0.0 | -10 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 980 holdings