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Legacy Advisors, LLC: BND position timeline

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

Legacy Advisors, LLC held 17,944 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,944 shares
    Change vs previous 13F +1,503 shares

    0.12% of the 13F portfolio, value $1,317,269.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, 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 16,441 shares
    Change vs previous 13F +6,252 shares

    0.14% of the 13F portfolio, value $1,210,715.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, 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 10,189 shares
    Change vs previous 13F -607 shares

    0.08% of the 13F portfolio, value $754,699.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, 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 10,796 shares
    Change vs previous 13F +10,796 shares

    0.1% of the 13F portfolio, value $802,899.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, 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 0 shares
    Change vs previous 13F -13,603 shares

    13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 13,603 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $999,140.

    13F-HR 0001667731-25-000489 filed by Legacy Advisors, 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 13,603 shares
    Change vs previous 13F -1,549 shares

    0.09% of the 13F portfolio, value $978,192.

    13F-HR 0001667731-25-000263 filed by Legacy Advisors, 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 15,152 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,138,067.

    13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).