Legacy Wealth Managment, LLC/ID SAVA CASSAVA SCIENCES INC

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

AI Ownership Summary

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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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.

How Legacy Wealth Managment, LLC/ID held SAVA — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 258 0% 0.00% $437 2026-05-07 $1.36
2025 Q4 UNCHANGED 258 0% 0.00% $511 2026-02-03 $1.97
2025 Q3 UNCHANGED 258 0% 0.00% $751 2025-11-12
2025 Q2 UNCHANGED 258 0% 0.00% $467 2025-08-06
2025 Q1 UNCHANGED 258 0% 0.00% $387 2025-05-16
2024 Q4 UNCHANGED 258 0% 0.00% $586 2025-02-13
2024 Q3 INITIATED 258 0.00% $6K 2024-11-15

FAQ About Legacy Wealth Managment, LLC/ID and SAVA

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 SAVA?

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

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

The largest reported portfolio weight for SAVA was 0.00% in 2024 Q3.

What is the latest reported SAVA position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 258 shares, equal to 0.00% of portfolio, with an estimated market value of $437.

What does the chart on this SAVA ownership page compare?

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