Legacy Wealth Managment, LLC/ID GMED — GLOBUS MED INC

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported GLOBUS MED INC (GMED) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows GMED at 0.00% 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 GMED 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 GLOBUS MED 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

GMED was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

GMED stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held GMED — position size vs. price
% of Fund (quarterly)    GMED 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)
2025 Q3 UNCHANGED — — — 22 — 0% 0.00% $1K 2025-11-12 $84.71
2025 Q2 REDUCED 35.3% -4.4% ✅ 22 -12 -35.3% 0.00% $1K 2025-08-06 $52.83
2025 Q1 UNCHANGED — — — 34 — 0% 0.00% $2K 2025-05-16 $61.25
2024 Q4 INITIATED — — — 34 — — 0.00% $3K 2025-02-13 $84.13

🏢 Other funds also holding GMED

As of 2026 Q1 — sorted by position size

Paradice Investment Management LLC 3Y 7Y 7.95% TERRIL BROTHERS, INC. 3Y 7Y 7.57% Hyperion Capital Advisors LP 3Y 5.84% Pembroke Management, LTD 3Y 7Y 5.09% Varenne Capital Partners 3Y 4.95% Lightrock Netherlands B.V. 4.74% Foresight Group Ltd Liability Partnership 4.47% Defilade Capital Management, L.P. 4.29% Parsifal Capital Management, LP 3Y 3.93% SIRIOS CAPITAL MANAGEMENT L P 3Y 7Y 3.7%

FAQ About Legacy Wealth Managment, LLC/ID and GMED

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 GMED?

Legacy Wealth Managment, LLC/ID reported GMED across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for GMED was 0.00% in 2024 Q4.

What is the latest reported GMED position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 22 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this GMED ownership page compare?

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