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Disclosery

Legacies Wealth LLC: VBR position timeline

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

Legacies Wealth LLC held 3,036 VBR 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 3,036 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $737,718.

    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 3,036 shares
    Change vs previous 13F -578 shares

    0.42% of the 13F portfolio, value $659,571.

    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 3,614 shares
    Change vs previous 13F -637 shares

    0.43% of the 13F portfolio, value $765,409.

    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 4,251 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $887,226.

    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 4,251 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $828,988.

    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 4,251 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $791,919.

    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 4,251 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $842,463.

    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 4,251 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $853,516.

    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).