Premier Path Wealth Partners’s Legacy Housing LEGH Stock Holding History

Premier Path Wealth Partners’s Portfolio LEGH Stock Details LEGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.18M	Hold	40,993	–	–	0.14%	137
2026 Q2	$1.08M	Buy	40,993 +121	+0.3%	+$2.76K	0.12%	158
2026 Q1	$835K	Hold	40,872	–	–	0.11%	182
2025 Q4	$798K	Hold	40,872	–	–	0.1%	194
2025 Q3	$1.12M	Sell	40,872 -935	-2%	-$23.8K	0.14%	165
2025 Q2	$947K	Sell	41,807 -2,103	-5%	-$49.2K	0.13%	176
2025 Q1	$1.11M	Sell	43,910 -913	-2%	-$23.2K	0.17%	148
2024 Q4	$1.11M	Hold	44,823	–	–	0.17%	144
2024 Q3	$1.23M	Sell	44,823 -2,960	-6%	-$77.7K	0.19%	134
2024 Q2	$1.1M	Buy	47,783 +1,083	+2%	+$23.8K	0.19%	133
2024 Q1	$1M	Sell	46,700 -1,680	-3%	-$40.3K	0.19%	141
2023 Q4	$1.22M	Buy	+48,380	New	+$1.02M	0.27%	92

Other funds holding LEGH

CWG

Crown Wealth Group Charlotte, North Carolina $404M AUM 20.63% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Lee Financial Dallas, Texas $801M AUM 16% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Premier Path Wealth Partners's LEGH Position: Q3 2026 in Review

Premier Path Wealth Partners held its Legacy Housing (LEGH) position steady in Q3 2026 at 40,993 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #137.

Premier Path Wealth Partners first reported a position in LEGH in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q3 2024. 11 funds tracked by Wall St. Rank hold LEGH as of Q3 2026.

Premier Path Wealth Partners held 40,993 shares of Legacy Housing worth $1.18M as of Q3 2026.
Premier Path Wealth Partners left its Legacy Housing share count unchanged in Q3 2026.
Legacy Housing made up 0.14% of Premier Path Wealth Partners's portfolio in Q3 2026, its #137 holding.
Premier Path Wealth Partners first reported a position in Legacy Housing in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Legacy Housing position peaked at $1.23M in Q3 2024.
11 funds tracked by Wall St. Rank held Legacy Housing as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.