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Legacy Advisory Services, LLC: IOO position timeline

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

Legacy Advisory Services, LLC held 23,850 IOO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,850 shares
    Change vs previous 13F +3,886 shares

    2.29% of the 13F portfolio, value $3,257,946.

    13F-HR 0001172661-26-002710 filed by Legacy Advisory Services, 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 19,964 shares
    Change vs previous 13F +1,221 shares

    1.84% of the 13F portfolio, value $2,415,003.

    13F-HR 0001172661-26-001694 filed by Legacy Advisory Services, 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 18,743 shares
    Change vs previous 13F +262 shares

    1.78% of the 13F portfolio, value $2,374,201.

    13F-HR 0001172661-26-000299 filed by Legacy Advisory Services, 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 18,481 shares
    Change vs previous 13F -21 shares

    1.67% of the 13F portfolio, value $2,217,904.

    13F-HR 0001172661-25-004508 filed by Legacy Advisory Services, 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 18,502 shares
    Change vs previous 13F +934 shares

    1.58% of the 13F portfolio, value $1,994,700.

    13F-HR 0001172661-25-003440 filed by Legacy Advisory Services, 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 17,568 shares
    Change vs previous 13F -1,404 shares

    1.43% of the 13F portfolio, value $1,691,690.

    13F-HR 0001172661-25-002415 filed by Legacy Advisory Services, 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 18,972 shares
    Change vs previous 13F +49 shares

    1.63% of the 13F portfolio, value $1,911,859.

    13F-HR 0001172661-25-004320 filed by Legacy Advisory Services, 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 18,923 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $1,876,450.

    13F-HR 0001172661-25-004319 filed by Legacy Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).