Skip to content
Disclosery

Legacies Wealth LLC: QQQ position timeline

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

Legacies Wealth LLC held 313 QQQ 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 313 shares
    Change vs previous 13F -8,959 shares

    0.13% of the 13F portfolio, value $230,493.

    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 9,272 shares
    Change vs previous 13F -16,576 shares

    3.39% of the 13F portfolio, value $5,351,613.

    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 25,848 shares
    Change vs previous 13F +16,193 shares

    8.97% of the 13F portfolio, value $15,878,685.

    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 9,655 shares
    Change vs previous 13F -8,551 shares

    3.73% of the 13F portfolio, value $5,796,572.

    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 18,206 shares
    Change vs previous 13F +18,206 shares

    6.67% of the 13F portfolio, value $10,043,158.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -14 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 14 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,833.

    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).