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Disclosery

Legacy Advisors, LLC: IJR position timeline

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

Legacy Advisors, LLC held 351,532 IJR 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 351,532 shares
    Change vs previous 13F +47,530 shares

    4.87% of the 13F portfolio, value $52,135,770.

    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 304,002 shares
    Change vs previous 13F +33,700 shares

    4.46% of the 13F portfolio, value $37,790,538.

    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 270,302 shares
    Change vs previous 13F +45,738 shares

    3.49% of the 13F portfolio, value $32,484,942.

    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 224,564 shares
    Change vs previous 13F +200,260 shares

    3.3% of the 13F portfolio, value $26,684,988.

    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 24,304 shares
    Change vs previous 13F -191,454 shares

    3.6% of the 13F portfolio, value $222,379.

    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).

  6. period ended2025-03-31
    13F 215,758 shares
    Change vs previous 13F +11,099 shares

    2.36% of the 13F portfolio, value $22,561,814.

    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 204,659 shares
    Change vs previous 13F +11,795 shares

    2.29% of the 13F portfolio, value $23,580,810.

    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 192,864 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $22,557,373.

    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).