Skip to content
Disclosery

Family Legacy Financial Solutions, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Legacy Financial Solutions, LLC on IVV, newest first. How the timeline and the estimate are built.

Family Legacy Financial Solutions, LLC held 792 IVV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 792 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $606,674.

    13F-HR 0002076068-26-000004 filed by Family Legacy Financial Solutions, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 792 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $593,239.

    13F-HR 0002076068-26-000003 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 792 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $521,288.

    13F-HR 0002076068-26-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 792 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $543,000.

    13F-HR 0002076068-26-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 792 shares
    Change vs previous 13F +278 shares

    0.41% of the 13F portfolio, value $530,191.

    13F-HR 0002076068-25-000002 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 514 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $319,240.

    13F-HR 0002076068-25-000001 filed by Family Legacy Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).