LWMI
SBDS

Legacy Wealth Management (Idaho)’s Solo Brands Inc SBDS Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-31
Closed -$117 – 1046
2026
Q1 		$117 Hold
31
– – ﹤0.01% 1009
2025
Q4 		$188 Hold
31
– – ﹤0.01% 875
2025
Q3 		$469 Buy
+31
New +$433 ﹤0.01% 687
2025
Q2 		– Sell
-32
Closed -$212 – 883
2025
Q1 		$212 Hold
32
– – ﹤0.01% 768
2024
Q4 		$1.15K Sell
32
-11
-26% -$545 ﹤0.01% 576
2024
Q3 		$2.04K Buy
+43
New +$3.06K ﹤0.01% 480

Other funds holding SBDS

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SBDS Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Solo Brands Inc (SBDS) in Q2 2026, closing a stake of 31 shares — an estimated $117 sold.

Legacy Wealth Management (Idaho) first reported a position in SBDS in Q3 2024 and held it in 6 quarters. The position peaked at $2.04K in Q3 2024. 3 funds tracked by Wall St. Rank hold SBDS as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Solo Brands Inc position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 31 Solo Brands Inc shares in Q2 2026, an estimated $117.
  • Legacy Wealth Management (Idaho) first reported a position in Solo Brands Inc in Q3 2024 and held it in 6 quarters.
  • Legacy Wealth Management (Idaho)'s Solo Brands Inc position peaked at $2.04K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Solo Brands Inc as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.