Legacy Wealth Managment, LLC/ID VNOM VIPER ENERGY INC

Ownership history in Legacy Wealth Managment, LLC/ID  ·  3 quarters on record

AI Ownership Summary

Legacy Wealth Managment, LLC/ID reported VIPER ENERGY INC (VNOM) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.48% in 2025 Q3. The latest visible filing shows VNOM at 1.06% 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 VNOM 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 VIPER ENERGY 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

VNOM was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 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 VNOM — position size vs. price
% of Fund (quarterly)    VNOM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 45,585 +3,497 +8.3% 1.06% $2.1M 2026-05-07 $46.32
2025 Q4 REDUCED 51.0% +23.1% 42,088 -43,853 -51.0% 0.78% $1.6M 2026-02-03 $40.81
2025 Q3 INITIATED 85,941 1.48% $3.3M 2025-11-12 $36.21

FAQ About Legacy Wealth Managment, LLC/ID and VNOM

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 VNOM?

Legacy Wealth Managment, LLC/ID reported VNOM across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for VNOM was 1.48% in 2025 Q3.

What is the latest reported VNOM position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Managment, LLC/ID reported 45,585 shares, equal to 1.06% of portfolio, with an estimated market value of $2.1M.

What does the chart on this VNOM ownership page compare?

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