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
- period ended2026-06-3013F 15,321 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 14,295 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,287 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,267 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 14,435 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,887 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,156 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).