Legacy Wealth Managment, LLC/ID DSMC — ETF SER SOLUTIONS

Ownership history in Legacy Wealth Managment, LLC/ID  ·  7 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported ETF SER SOLUTIONS (DSMC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.4% in 2024 Q3. The latest visible filing shows DSMC at 0.14% 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 DSMC 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 ETF SER SOLUTIONS, 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
2026 Q1

DSMC was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% 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 2026 Q1

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.

DSMC stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held DSMC — position size vs. price
% of Fund (quarterly)    DSMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,404 -235 -3.1% 0.14% $277K 2026-05-07 $39.51
2025 Q4 ADDED — — — 7,639 +381 +5.2% 0.13% $271K 2026-02-03 $37.58
2025 Q3 REDUCED 21.4% +0.6% ❌ 7,258 -1,974 -21.4% 0.12% $260K 2025-11-12 $34.60
2025 Q2 ADDED — — — 9,232 +1,264 +15.9% 0.16% $300K 2025-08-06 $33.44
2025 Q1 REDUCED 51.4% +3.4% ❌ 7,968 -8,423 -51.4% 0.18% $251K 2025-05-16 $32.22
2024 Q4 REDUCED 11.3% -9.5% ✅ 16,391 -2,085 -11.3% 0.36% $565K 2025-02-13 $34.43
2024 Q3 INITIATED — — — 18,476 — — 0.40% $684K 2024-11-15 $35.80

🏢 Other funds also holding DSMC

As of 2026 Q1 — sorted by position size

Aspect Partners, LLC 2.52% Berkeley, Inc 1.84% Kathmere Capital Management, LLC 3Y 1.33% Rothschild Wealth LLC 3Y 0.84% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.7% Indivisible Partners 0.66% Resonant Capital Advisors, LLC 3Y 0.58% Global View Capital Management LLC 0.14% Crumly & Associates Inc. 3Y 0.12% Accurate Wealth Management, LLC 3Y 0.12%

FAQ About Legacy Wealth Managment, LLC/ID and DSMC

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 DSMC?

Legacy Wealth Managment, LLC/ID reported DSMC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for DSMC was 0.40% in 2024 Q3.

What is the latest reported DSMC position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 7,404 shares, equal to 0.14% of portfolio, with an estimated market value of $277K.

What does the chart on this DSMC ownership page compare?

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

How well did Legacy Wealth Managment, LLC/ID time their DSMC position?

Based on 13F filing dates vs. subsequent DSMC price moves, Legacy Wealth Managment, LLC/ID correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on DSMC relative to SPY over the holding period was -9.2%.

← Back to Legacy Wealth Managment, LLC/ID Holdings