Legacy Wealth Managment, LLC/ID FIP FTAI INFRASTRUCTURE INC

Ownership history in Legacy Wealth Managment, LLC/ID  ·  4 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported FTAI INFRASTRUCTURE INC (FIP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.32% in 2026 Q1. The latest visible filing shows FIP at 0.32% 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 FIP 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 FTAI INFRASTRUCTURE 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
2026 Q1

FIP was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q1

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

Time in book
Holding Window
2025 Q2 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.

How Legacy Wealth Managment, LLC/ID held FIP — position size vs. price
% of Fund (quarterly)    FIP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 128,589 +95,498 +288.6% 0.32% $635K 2026-05-07 $5.13
2025 Q4 UNCHANGED 33,091 0% 0.07% $153K 2026-02-03 $6.00
2025 Q3 UNCHANGED 33,091 0% 0.07% $144K 2025-11-12 $4.54
2025 Q2 INITIATED 33,091 0.11% $204K 2025-08-06 $7.04

FAQ About Legacy Wealth Managment, LLC/ID and FIP

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 FIP?

Legacy Wealth Managment, LLC/ID reported FIP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

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

The largest reported portfolio weight for FIP was 0.32% in 2026 Q1.

What is the latest reported FIP position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 128,589 shares, equal to 0.32% of portfolio, with an estimated market value of $635K.

What does the chart on this FIP ownership page compare?

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