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Disclosery

Legacies Wealth LLC: CRBN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacies Wealth LLC on CRBN, newest first. How the timeline and the estimate are built.

Legacies Wealth LLC held 1,588 CRBN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,588 shares
    Change vs previous 13F +55 shares

    0.22% of the 13F portfolio, value $401,716.

    13F-HR 0001755933-26-000011 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,533 shares
    Change vs previous 13F +851 shares

    0.22% of the 13F portfolio, value $341,565.

    13F-HR 0001755933-26-000005 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 682 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $157,221.

    13F-HR 0001755933-26-000002 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 696 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $157,901.

    13F-HR 0001755933-25-000009 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 696 shares
    Change vs previous 13F +335 shares

    0.1% of the 13F portfolio, value $147,427.

    13F-HR 0001755933-25-000007 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 361 shares
    Change vs previous 13F +221 shares

    0.05% of the 13F portfolio, value $69,016.

    13F-HR 0001755933-25-000005 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 140 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $27,103.

    13F-HR 0001755933-25-000002 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 140 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $27,458.

    13F-HR 0001755933-24-000006 filed by Legacies Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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