Legacy Wealth Managment, LLC/ID GRID — FIRST TR EXCHANGE TRADED FD

Ownership history in Legacy Wealth Managment, LLC/ID  ·  7 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported FIRST TR EXCHANGE TRADED FD (GRID) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.61% in 2026 Q1. The latest visible filing shows GRID at 0.61% 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 GRID 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 FIRST TR EXCHANGE TRADED FD, 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

GRID was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% 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
2024 Q3 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.

GRID stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held GRID — position size vs. price
% of Fund (quarterly)    GRID price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,557 +817 +12.1% 0.61% $1.2M 2026-05-07 $192.87
2025 Q4 ADDED — — — 6,740 +2,488 +58.5% 0.49% $1.0M 2026-02-03 $167.71
2025 Q3 ADDED — — — 4,252 +505 +13.5% 0.29% $642K 2025-11-12 $155.82
2025 Q2 ADDED — — — 3,747 +901 +31.7% 0.27% $521K 2025-08-06 $141.26
2025 Q1 ADDED — — — 2,846 +269 +10.4% 0.23% $322K 2025-05-16 $127.96
2024 Q4 ADDED — — — 2,577 +1,444 +127.4% 0.20% $311K 2025-02-13 $120.70
2024 Q3 INITIATED — — — 1,133 — — 0.08% $141K 2024-11-15 $121.42

🏢 Other funds also holding GRID

As of 2026 Q1 — sorted by position size

BFI Infinity Ltd. 6.72% THRYVE WEALTH MANAGEMENT LLC 5.75% Waycross Investment Management Co 3Y 5.41% Arlington Financial Advisors, LLC 3Y 7Y 4.93% Presidio Capital Management, LLC 3Y 4.7% Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3Y 7Y 4.1% Strive Asset Management, LLC 3.98% Gaddis Premier Wealth Advisors LLC 3.73% TRAPHAGEN INVESTMENT ADVISORS LLC 3.71% WPG Advisers, LLC 3.57%

FAQ About Legacy Wealth Managment, LLC/ID and GRID

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 GRID?

Legacy Wealth Managment, LLC/ID reported GRID across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

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

The largest reported portfolio weight for GRID was 0.61% in 2026 Q1.

What is the latest reported GRID position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 7,557 shares, equal to 0.61% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GRID ownership page compare?

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

How well did Legacy Wealth Managment, LLC/ID time their GRID position?

Based on 13F filing dates vs. subsequent GRID price moves, Legacy Wealth Managment, LLC/ID correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on GRID relative to SPY over the holding period was +16.3%.

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