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Disclosery

Legacies Wealth LLC: VNQ position timeline

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

Legacies Wealth LLC held 1 VNQ 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 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $53.

    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 shares
    Change vs previous 13F -42,627 shares

    <0.01% of the 13F portfolio, value $49.

    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 42,628 shares
    Change vs previous 13F +6,943 shares

    2.13% of the 13F portfolio, value $3,772,112.

    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 35,685 shares
    Change vs previous 13F +1,010 shares

    2.1% of the 13F portfolio, value $3,262,282.

    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 34,675 shares
    Change vs previous 13F +5,003 shares

    2.05% of the 13F portfolio, value $3,088,116.

    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 29,672 shares
    Change vs previous 13F +597 shares

    1.99% of the 13F portfolio, value $2,686,462.

    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 29,075 shares
    Change vs previous 13F +1,593 shares

    2.01% of the 13F portfolio, value $2,589,961.

    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 27,482 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,677,253.

    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).