Legacy Wealth Managment, LLC/ID KALA — KALA BIO INC

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

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported KALA BIO INC (KALA) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows KALA 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 KALA 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 KALA BIO 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 Q1

KALA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 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.

KALA stock page Legacy Wealth Managment, LLC/ID fund profile Legacy Wealth Managment, LLC/ID full holdings
How Legacy Wealth Managment, LLC/ID held KALA — position size vs. price
% of Fund (quarterly)    KALA 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 UNCHANGED — — — 25 — 0% 0.00% $5 2026-05-07 $4.15
2025 Q4 UNCHANGED — — — 25 — 0% 0.00% $14 2026-02-03 $23.50
2025 Q3 UNCHANGED — — — 25 — 0% 0.00% $39 2025-11-12 $36.35
2025 Q2 UNCHANGED — — — 25 — 0% 0.00% $119 2025-08-06 $366.00
2025 Q1 ADDED — — — 25 +15 +150.0% 0.00% $144 2025-05-16 $183.50
2024 Q4 UNCHANGED — — — 10 — 0% 0.00% $111 2025-02-13 $388.00
2024 Q3 INITIATED — — — 10 — — 0.00% $70 2024-11-15 $335.00

🏢 Other funds also holding KALA

As of 2026 Q1 — sorted by position size

Grant Private Wealth Management Inc 0.0% ADAR1 Capital Management, LLC 0.0% Virtu Financial LLC 3Y 7Y 0.0% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.0% Greenwich Wealth Management LLC 3Y 7Y 0.0% StoneX Group Inc. 3Y 7Y 0.0% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% GEODE CAPITAL MANAGEMENT, LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Legacy Wealth Managment, LLC/ID and KALA

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 KALA?

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

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

The largest reported portfolio weight for KALA was 0.00% in 2025 Q1.

What is the latest reported KALA position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 25 shares, equal to 0.00% of portfolio, with an estimated market value of $5.

What does the chart on this KALA ownership page compare?

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