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Disclosery

Legacies Wealth LLC: VYM position timeline

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

Legacies Wealth LLC held 8,709 VYM 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 8,709 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $1,376,283.

    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 8,709 shares
    Change vs previous 13F -2,177 shares

    0.82% of the 13F portfolio, value $1,289,803.

    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 10,886 shares
    Change vs previous 13F -1,920 shares

    0.88% of the 13F portfolio, value $1,562,359.

    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 12,806 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $1,805,006.

    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 12,806 shares
    Change vs previous 13F -3,201 shares

    1.13% of the 13F portfolio, value $1,707,168.

    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 16,007 shares
    Change vs previous 13F -16,808 shares

    1.53% of the 13F portfolio, value $2,064,263.

    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 32,815 shares
    Change vs previous 13F +16,808 shares

    3.25% of the 13F portfolio, value $4,186,866.

    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 16,007 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,052,097.

    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).