Orin Green Financial, LLC LGCY — LEGACY ED INC

Ownership history in Orin Green Financial, LLC  ·  5 quarters on record

AI Ownership Summary

Orin Green Financial, LLC reported LEGACY ED INC (LGCY) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows LGCY at 0.04% 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 LGCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Orin Green Financial, LLC's position in LEGACY ED 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
2025 Q4

LGCY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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 Q4 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.

LGCY stock page Orin Green Financial, LLC fund profile Orin Green Financial, LLC full holdings
How Orin Green Financial, LLC held LGCY — position size vs. price
% of Fund (quarterly)    LGCY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 10,000 — 0% 0.04% $102K 2026-02-06 $10.34
2025 Q3 REDUCED 10.3% +4.1% ❌ 10,000 -1,150 -10.3% 0.04% $96K 2025-10-28 $9.60
2025 Q2 REDUCED 44.2% -11.0% ✅ 11,150 -8,850 -44.2% 0.05% $125K 2025-07-29 $10.63
2025 Q1 UNCHANGED — — — 20,000 — 0% 0.06% $127K 2025-05-06 $6.87
2024 Q4 INITIATED — — — 20,000 — — 0.07% $166K 2025-02-19 $8.20

🏢 Other funds also holding LGCY

As of 2026 Q1 — sorted by position size

Holos Integrated Wealth LLC 5.22% Mink Brook Asset Management LLC 1.77% BARD ASSOCIATES INC 3Y 7Y 1.41% Truffle Hound Capital, LLC 1.14% WHITE PINE CAPITAL LLC 3Y 7Y 0.32% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.28% KENNEDY CAPITAL MANAGEMENT LLC 3Y 7Y 0.16% Manatuck Hill Partners, LLC 3Y 7Y 0.15% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.13% ROYCE & ASSOCIATES LP 3Y 7Y 0.1%

FAQ About Orin Green Financial, LLC and LGCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Orin Green Financial, LLC reported owning LGCY?

Orin Green Financial, LLC reported LGCY across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported LGCY position in Orin Green Financial, LLC's portfolio?

The largest reported portfolio weight for LGCY was 0.07% in 2024 Q4.

What is the latest reported LGCY position on this page?

The most recent filing on this page is 2025 Q4, when Orin Green Financial, LLC reported 10,000 shares, equal to 0.04% of portfolio, with an estimated market value of $102K.

What does the chart on this LGCY ownership page compare?

The chart compares Orin Green Financial, LLC's quarterly LGCY 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 Orin Green Financial, LLC time their LGCY position?

Based on 13F filing dates vs. subsequent LGCY price moves, Orin Green Financial, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on LGCY relative to SPY over the holding period was +11.0%.

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