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Disclosery

Legacies Wealth LLC: OEF position timeline

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

Legacies Wealth LLC held 4,999 OEF 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 4,999 shares
    Change vs previous 13F -181 shares

    1% of the 13F portfolio, value $1,828,984.

    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 5,180 shares
    Change vs previous 13F -1,725 shares

    1.05% of the 13F portfolio, value $1,647,603.

    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 6,905 shares
    Change vs previous 13F -817 shares

    1.34% of the 13F portfolio, value $2,368,208.

    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 7,722 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $2,570,190.

    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 7,722 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $2,350,191.

    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 7,722 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $2,091,349.

    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 7,722 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $2,230,500.

    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).