Legacies Wealth LLC: VOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacies Wealth LLC on VOE, newest first. How the timeline and the estimate are built.
Legacies Wealth LLC held 95,248 VOE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 95,248 sharesChange vs previous 13F +4,062 shares
10.31% of the 13F portfolio, value $18,821,005.
13F-HR 0001755933-26-000011 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 91,186 sharesChange vs previous 13F -1,200 shares
10.66% of the 13F portfolio, value $16,803,756.
13F-HR 0001755933-26-000005 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,386 sharesChange vs previous 13F +4,445 shares
9.26% of the 13F portfolio, value $16,386,505.
13F-HR 0001755933-26-000002 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,941 sharesChange vs previous 13F +2,958 shares
9.89% of the 13F portfolio, value $15,352,740.
13F-HR 0001755933-25-000009 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 84,983 sharesChange vs previous 13F +7,108 shares
9.28% of the 13F portfolio, value $13,976,304.
13F-HR 0001755933-25-000007 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 77,875 sharesChange vs previous 13F +1,515 shares
9.24% of the 13F portfolio, value $12,502,053.
13F-HR 0001755933-25-000005 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 76,360 sharesChange vs previous 13F +5,099 shares
9.57% of the 13F portfolio, value $12,352,757.
13F-HR 0001755933-25-000002 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 71,261 sharesChange vs previous 13F not available
9.49% of the 13F portfolio, value $11,948,332.
13F-HR 0001755933-24-000006 filed by Legacies Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).