Legacy Wealth Managment, LLC/ID LTBR LIGHTBRIDGE CORP

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported LIGHTBRIDGE CORP (LTBR) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows LTBR 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 LTBR 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 LIGHTBRIDGE CORP, 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

LTBR 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 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 LTBR — position size vs. price
% of Fund (quarterly)    LTBR 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 200 0% 0.00% $4K 2025-11-12 $20.16
2025 Q2 UNCHANGED 200 0% 0.00% $3K 2025-08-06 $14.66
2025 Q1 REDUCED 33.3% +79.2% 200 -100 -33.3% 0.00% $1K 2025-05-16 $10.37
2024 Q4 UNCHANGED 300 0% 0.00% $4K 2025-02-13 $15.19
2024 Q3 INITIATED 300 0.00% $2K 2024-11-15 $6.48

FAQ About Legacy Wealth Managment, LLC/ID and LTBR

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 LTBR?

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

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

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

What is the latest reported LTBR position on this page?

The most recent filing on this page is 2025 Q3, when Legacy Wealth Managment, LLC/ID reported 200 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this LTBR ownership page compare?

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

← Back to Legacy Wealth Managment, LLC/ID Holdings