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Disclosery

Legacies Wealth LLC: V position timeline

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

Legacies Wealth LLC held 1,872 V 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 1,872 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $642,264.

    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 1,872 shares
    Change vs previous 13F -56 shares

    0.36% of the 13F portfolio, value $565,793.

    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 1,928 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $676,169.

    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 1,928 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $658,181.

    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 1,928 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $684,536.

    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 1,928 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $675,687.

    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 1,928 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $609,325.

    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 1,928 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $530,104.

    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).