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Disclosery

Legacy Advisors, LLC: IWR position timeline

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

Legacy Advisors, LLC held 207,332 IWR 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 207,332 shares
    Change vs previous 13F -4,766 shares

    2.14% of the 13F portfolio, value $22,872,822.

    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 212,098 shares
    Change vs previous 13F +1,196 shares

    2.43% of the 13F portfolio, value $20,622,250.

    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 210,902 shares
    Change vs previous 13F -6,006 shares

    2.18% of the 13F portfolio, value $20,303,497.

    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 216,908 shares
    Change vs previous 13F +196,315 shares

    2.59% of the 13F portfolio, value $20,942,429.

    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 20,593 shares
    Change vs previous 13F -209,402 shares

    3.63% of the 13F portfolio, value $223,915.

    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 229,995 shares
    Change vs previous 13F +1,467 shares

    2.05% of the 13F portfolio, value $19,565,675.

    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 228,528 shares
    Change vs previous 13F -2,389 shares

    1.96% of the 13F portfolio, value $20,201,875.

    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 230,917 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $20,353,024.

    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).