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Disclosery

Legacies Wealth LLC: IWP position timeline

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

Legacies Wealth LLC held 4,375 IWP 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 4,375 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $640,544.

    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 4,375 shares
    Change vs previous 13F -2,655 shares

    0.36% of the 13F portfolio, value $560,525.

    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 7,030 shares
    Change vs previous 13F +862 shares

    0.54% of the 13F portfolio, value $962,688.

    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 6,168 shares
    Change vs previous 13F -22,201 shares

    0.57% of the 13F portfolio, value $878,385.

    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 28,369 shares
    Change vs previous 13F -145 shares

    2.61% of the 13F portfolio, value $3,934,213.

    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 28,514 shares
    Change vs previous 13F -218 shares

    2.48% of the 13F portfolio, value $3,350,110.

    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 28,732 shares
    Change vs previous 13F -428 shares

    2.82% of the 13F portfolio, value $3,641,781.

    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 29,160 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $3,420,176.

    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).