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Legacy Advisors, LLC: VERX position timeline

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

Legacy Advisors, LLC held 1,343,838 VERX 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 1,343,838 shares
    Change vs previous 13F +59 shares

    1.44% of the 13F portfolio, value $15,427,260.

    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 1,343,779 shares
    Change vs previous 13F -60 shares

    1.88% of the 13F portfolio, value $15,977,532.

    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 1,343,839 shares
    Change vs previous 13F +60 shares

    2.88% of the 13F portfolio, value $26,836,465.

    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 1,343,779 shares
    Change vs previous 13F +1,296,297 shares

    4.11% of the 13F portfolio, value $33,312,281.

    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 47,482 shares
    Change vs previous 13F -1,276,297 shares

    21.76% of the 13F portfolio, value $1,343,779.

    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 1,323,779 shares
    Change vs previous 13F -74,000 shares

    4.85% of the 13F portfolio, value $46,345,503.

    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 1,397,779 shares
    Change vs previous 13F -765,279 shares

    7.24% of the 13F portfolio, value $74,571,510.

    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 2,163,058 shares
    Change vs previous 13F not available

    9.02% of the 13F portfolio, value $83,299,364.

    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).