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Disclosery

Legacy Advisors, LLC: IWB position timeline

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

Legacy Advisors, LLC held 89,260 IWB 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 89,260 shares
    Change vs previous 13F -7 shares

    3.41% of the 13F portfolio, value $36,551,970.

    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 89,267 shares
    Change vs previous 13F -40 shares

    3.75% of the 13F portfolio, value $31,829,042.

    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 89,307 shares
    Change vs previous 13F -271 shares

    3.58% of the 13F portfolio, value $33,350,806.

    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 89,578 shares
    Change vs previous 13F +59,111 shares

    4.04% of the 13F portfolio, value $32,738,967.

    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 30,467 shares
    Change vs previous 13F -59,927 shares

    1.45% of the 13F portfolio, value $89,722.

    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 90,394 shares
    Change vs previous 13F -567 shares

    2.9% of the 13F portfolio, value $27,727,456.

    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 90,961 shares
    Change vs previous 13F +2,940 shares

    2.84% of the 13F portfolio, value $29,303,996.

    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 88,021 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $27,672,922.

    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).