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Disclosery

Legacy Advisors, LLC: IWF position timeline

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

Legacy Advisors, LLC held 64,044 IWF 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 64,044 shares
    Change vs previous 13F +48,033 shares

    0.74% of the 13F portfolio, value $7,952,352.

    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 16,011 shares
    Change vs previous 13F -167 shares

    0.8% of the 13F portfolio, value $6,827,120.

    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 16,178 shares
    Change vs previous 13F -1,360 shares

    0.82% of the 13F portfolio, value $7,657,047.

    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 17,538 shares
    Change vs previous 13F +17,538 shares

    1.01% of the 13F portfolio, value $8,214,975.

    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 -12,989 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 12,989 shares
    Change vs previous 13F +600 shares

    0.49% of the 13F portfolio, value $4,690,198.

    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 12,389 shares
    Change vs previous 13F +400 shares

    0.48% of the 13F portfolio, value $4,975,175.

    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 11,989 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,500,431.

    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).