Legacy Advisors, LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on V, newest first. How the timeline and the estimate are built.
Legacy Advisors, LLC held 6,090 V shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 6,090 sharesChange vs previous 13F +759 shares
0.2% of the 13F portfolio, value $2,089,549.
13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,331 sharesChange vs previous 13F -602 shares
0.19% of the 13F portfolio, value $1,611,352.
13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,933 sharesChange vs previous 13F +942 shares
0.22% of the 13F portfolio, value $2,080,694.
13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,991 sharesChange vs previous 13F +4,991 shares
0.21% of the 13F portfolio, value $1,703,761.
13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -13,137 shares
13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 13,137 sharesChange vs previous 13F -867 shares
0.48% of the 13F portfolio, value $4,604,144.
13F-HR 0001667731-25-000489 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,004 sharesChange vs previous 13F +1,547 shares
0.43% of the 13F portfolio, value $4,425,784.
13F-HR 0001667731-25-000263 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,457 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $3,425,018.
13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).