LWMI
STR

Legacy Wealth Management (Idaho)’s Sitio Royalties STR Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,760
Closed -$69.1K – 819
2025
Q2 		$69.1K Sell
3,760
-1,458
-28% -$26.2K 0.04% 131
2025
Q1 		$104K Sell
5,218
-708
-12% -$14.3K 0.07% 97
2024
Q4 		$117K Sell
5,926
-8,727
-60% -$195K 0.07% 83
2024
Q3 		$347K Buy
+14,653
New +$332K 0.2% 46

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s STR Position: Q3 2025 in Review

Legacy Wealth Management (Idaho) sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 3,760 shares — an estimated $69.1K sold.

Legacy Wealth Management (Idaho) first reported a position in STR in Q3 2024 and held it in 4 quarters. The position peaked at $347K in Q3 2024. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,760 Sitio Royalties shares in Q3 2025, an estimated $69.1K.
  • Legacy Wealth Management (Idaho) first reported a position in Sitio Royalties in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Sitio Royalties position peaked at $347K in Q3 2024.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q3 2025, filed 12 Nov 2025.