Legacy Wealth Managment, LLC/ID BCE BCE INC

Ownership history in Legacy Wealth Managment, LLC/ID  ·  5 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported BCE INC (BCE) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows BCE at 0.02% 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 BCE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Managment, LLC/ID's position in BCE 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 Q3

BCE was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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 Q3

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 Wealth Managment, LLC/ID held BCE — position size vs. price
% of Fund (quarterly)    BCE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,875 0% 0.02% $44K 2025-11-12 $22.19
2025 Q2 UNCHANGED 1,875 0% 0.02% $42K 2025-08-06 $22.36
2025 Q1 UNCHANGED 1,875 0% 0.03% $43K 2025-05-16 $20.45
2024 Q4 UNCHANGED 1,875 0% 0.03% $42K 2025-02-13 $21.75
2024 Q3 INITIATED 1,875 0.03% $51K 2024-11-15 $24.01

FAQ About Legacy Wealth Managment, LLC/ID and BCE

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

How long has Legacy Wealth Managment, LLC/ID reported owning BCE?

Legacy Wealth Managment, LLC/ID reported BCE across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported BCE position in Legacy Wealth Managment, LLC/ID's portfolio?

The largest reported portfolio weight for BCE was 0.03% in 2025 Q1.

What is the latest reported BCE position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 1,875 shares, equal to 0.02% of portfolio, with an estimated market value of $44K.

What does the chart on this BCE ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly BCE 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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