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Disclosery

Legacies Wealth LLC: IXUS position timeline

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

Legacies Wealth LLC held 9,271 IXUS 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 9,271 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $884,824.

    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 9,271 shares
    Change vs previous 13F -47,920 shares

    0.51% of the 13F portfolio, value $803,239.

    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 57,191 shares
    Change vs previous 13F +3,200 shares

    2.74% of the 13F portfolio, value $4,840,646.

    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 53,991 shares
    Change vs previous 13F +1,181 shares

    2.87% of the 13F portfolio, value $4,458,577.

    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 52,810 shares
    Change vs previous 13F +2,411 shares

    2.71% of the 13F portfolio, value $4,082,741.

    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 50,399 shares
    Change vs previous 13F +859 shares

    2.6% of the 13F portfolio, value $3,518,354.

    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 49,540 shares
    Change vs previous 13F +3,959 shares

    2.54% of the 13F portfolio, value $3,276,576.

    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 45,581 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $3,310,548.

    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).