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Legacy Advisory Services, LLC: IWL position timeline

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

Legacy Advisory Services, LLC held 15,321 IWL 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 15,321 shares
    Change vs previous 13F +695 shares

    1.99% of the 13F portfolio, value $2,833,639.

    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 14,626 shares
    Change vs previous 13F +331 shares

    1.79% of the 13F portfolio, value $2,347,169.

    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 14,295 shares
    Change vs previous 13F +8 shares

    1.83% of the 13F portfolio, value $2,439,156.

    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 14,287 shares
    Change vs previous 13F +20 shares

    1.79% of the 13F portfolio, value $2,373,120.

    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 14,267 shares
    Change vs previous 13F -168 shares

    1.73% of the 13F portfolio, value $2,184,487.

    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 14,435 shares
    Change vs previous 13F -4,452 shares

    1.67% of the 13F portfolio, value $1,983,525.

    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 18,887 shares
    Change vs previous 13F -269 shares

    2.33% of the 13F portfolio, value $2,732,618.

    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 19,156 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $2,690,201.

    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).