Skip to content
Disclosery

Legacies Wealth LLC: IWS position timeline

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

Legacies Wealth LLC held 591 IWS 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 591 shares
    Change vs previous 13F -92 shares

    0.05% of the 13F portfolio, value $97,279.

    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 683 shares
    Change vs previous 13F -235 shares

    0.06% of the 13F portfolio, value $99,540.

    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 918 shares
    Change vs previous 13F -29 shares

    0.07% of the 13F portfolio, value $129,484.

    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 947 shares
    Change vs previous 13F -118 shares

    0.09% of the 13F portfolio, value $132,267.

    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 1,065 shares
    Change vs previous 13F -4,349 shares

    0.09% of the 13F portfolio, value $140,729.

    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 5,414 shares
    Change vs previous 13F +776 shares

    0.5% of the 13F portfolio, value $682,002.

    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 4,638 shares
    Change vs previous 13F +3,201 shares

    0.46% of the 13F portfolio, value $599,879.

    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 1,437 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $190,043.

    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).