Legacy Wealth Managment, LLC/ID FPI FARMLAND PARTNERS INC

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported FARMLAND PARTNERS INC (FPI) in 4 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows FPI at 0.05% 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 FPI 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 FARMLAND PARTNERS 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 Q2

FPI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

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 Q2

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 FPI — position size vs. price
% of Fund (quarterly)    FPI 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 Q2 ADDED 13,215 +12,735 +2653.1% 0.05% $128K 2026-08-13 $9.75
2025 Q1 UNCHANGED 480 0% 0.00% $5K 2025-05-16 $9.99
2024 Q4 UNCHANGED 480 0% 0.00% $6K 2025-02-13 $11.15
2024 Q3 INITIATED 480 0.00% $6K 2024-11-15 $10.35

FAQ About Legacy Wealth Managment, LLC/ID and FPI

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 FPI?

Legacy Wealth Managment, LLC/ID reported FPI across 4 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for FPI was 0.05% in 2026 Q2.

What is the latest reported FPI position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Wealth Managment, LLC/ID reported 13,215 shares, equal to 0.05% of portfolio, with an estimated market value of $128K.

What does the chart on this FPI ownership page compare?

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