Legacy Wealth Managment, LLC/ID ITEQ — AMPLIFY ETF TR

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported AMPLIFY ETF TR (ITEQ) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows ITEQ at 0.03% 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 ITEQ 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 AMPLIFY ETF TR, 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

ITEQ was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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.

ITEQ stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held ITEQ — position size vs. price
% of Fund (quarterly)    ITEQ 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 UNCHANGED — — — 961 — 0% 0.03% $55K 2026-05-07 $62.40
2025 Q4 ADDED — — — 961 +8 +0.8% 0.03% $56K 2026-02-03 $59.76
2025 Q3 UNCHANGED — — — 953 — 0% 0.03% $56K 2025-11-12 $57.89
2025 Q2 INITIATED — — — 953 — — 0.03% $54K 2025-08-06 $53.49

🏢 Other funds also holding ITEQ

As of 2026 Q1 — sorted by position size

Thayer Partners, LLC / MA 0.3% FLOW TRADERS U.S. LLC 3Y 7Y 0.04% CERTUITY, LLC 3Y 0.02% RVW Wealth, LLC 3Y 7Y 0.02% Glassman Wealth Services 3Y 7Y 0.01% Glass Jacobson Investment Advisors llc 3Y 0.01% Harbor Asset Planning, Inc. 0.0% Activest Wealth Management 3Y 0.0% Financial Gravity Asset Management, Inc. 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Legacy Wealth Managment, LLC/ID and ITEQ

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 ITEQ?

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

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

The largest reported portfolio weight for ITEQ was 0.03% in 2025 Q2.

What is the latest reported ITEQ position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 961 shares, equal to 0.03% of portfolio, with an estimated market value of $55K.

What does the chart on this ITEQ ownership page compare?

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