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Disclosery

Legacies Wealth LLC: VUG position timeline

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

Legacies Wealth LLC held 457,940 VUG 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 457,940 shares
    Change vs previous 13F +385,474 shares

    21.61% of the 13F portfolio, value $39,446,952.

    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 72,466 shares
    Change vs previous 13F -9,095 shares

    20.08% of the 13F portfolio, value $31,652,424.

    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 81,561 shares
    Change vs previous 13F -1,797 shares

    22.49% of the 13F portfolio, value $39,790,349.

    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 83,358 shares
    Change vs previous 13F +1,135 shares

    25.76% of the 13F portfolio, value $39,979,330.

    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 82,223 shares
    Change vs previous 13F -9,308 shares

    23.94% of the 13F portfolio, value $36,046,563.

    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 91,531 shares
    Change vs previous 13F +12,780 shares

    25.09% of the 13F portfolio, value $33,941,525.

    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 78,751 shares
    Change vs previous 13F -13,644 shares

    25.05% of the 13F portfolio, value $32,322,560.

    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 92,395 shares
    Change vs previous 13F not available

    28.18% of the 13F portfolio, value $35,473,212.

    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).