Legacy Wealth Managment, LLC/ID HIGH — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Legacy Wealth Managment, LLC/ID  ·  6 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported SIMPLIFY EXCHANGE TRADED FUN (HIGH) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.64% in 2024 Q4. The latest visible filing shows HIGH at 0.54% 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 HIGH 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 SIMPLIFY EXCHANGE TRADED FUN, 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 Q4

HIGH was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.64% 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 Q4

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.

HIGH stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held HIGH — position size vs. price
% of Fund (quarterly)    HIGH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 38.8% -2.9% ✅ 50,805 -32,199 -38.8% 0.54% $1.1M 2026-02-14 (Est.) $21.56
2025 Q3 REDUCED 54.3% -0.9% ✅ 83,004 -98,758 -54.3% 0.87% $1.9M 2025-11-12 $22.43
2025 Q2 ADDED — — — 181,762 +41,268 +29.4% 2.29% $4.4M 2025-08-06 $22.09
2025 Q1 REDUCED 21.2% +12.8% ❌ 140,494 -37,831 -21.2% 2.18% $3.1M 2025-05-16 $23.29
2024 Q4 ADDED — — — 178,325 +122,674 +220.4% 2.64% $4.1M 2025-02-13 $21.28
2024 Q3 INITIATED — — — 55,651 — — 0.76% $1.3M 2024-11-15 $21.11

🏢 Other funds also holding HIGH

As of 2026 Q1 — sorted by position size

Stegent Equity Advisors, Inc. 3Y 0.63% WealthPLAN Partners, LLC 3Y 7Y 0.3% WealthPlan Investment Management, LLC 3Y 0.14% Elevated Capital Advisors, LLC 3Y 0.09% Mosley Wealth Management 0.08% Luminist Capital LLC 0.04% Whipplewood Advisors, LLC 0.03% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.03% Integrated Advisors Network LLC 3Y 0.02% MATHER GROUP, LLC. 3Y 7Y 0.01%

FAQ About Legacy Wealth Managment, LLC/ID and HIGH

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 HIGH?

Legacy Wealth Managment, LLC/ID reported HIGH across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

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

The largest reported portfolio weight for HIGH was 2.64% in 2024 Q4.

What is the latest reported HIGH position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Wealth Managment, LLC/ID reported 50,805 shares, equal to 0.54% of portfolio, with an estimated market value of $1.1M.

What does the chart on this HIGH ownership page compare?

The chart compares Legacy Wealth Managment, LLC/ID's quarterly HIGH 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 HIGH position?

Based on 13F filing dates vs. subsequent HIGH price moves, Legacy Wealth Managment, LLC/ID correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on HIGH relative to SPY over the holding period was -11.0%.

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