LEGT LEGATO MERGER CORP III ORD SHS

Ownership history in Schechter Investment Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in LEGATO MERGER CORP III ORD SHS (LEGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.22% (2025 Q1)
Avg. % of fund
1.17%
First filed
2024 Q2
Last filed
2025 Q1
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 REDUCED 1,407,134 -29,225 -2.0% 1.22% $14.8M $10.49
2024 Q4 REDUCED 1,436,359 -73,289 -4.9% 1.13% $14.8M $10.29
2024 Q3 REDUCED 1,509,648 -51,176 -3.3% 1.13% $15.4M $10.19
2024 Q2 INITIATED 1,560,824 1.19% $15.8M
% of Fund (quarterly)    LEGT price (monthly, adj. close)
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