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Disclosery

Legacy Advisory Services, LLC: IWM position timeline

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

Legacy Advisory Services, LLC held 17,149 IWM 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 17,149 shares
    Change vs previous 13F -95 shares

    3.63% of the 13F portfolio, value $5,152,448.

    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 17,244 shares
    Change vs previous 13F +820 shares

    3.26% of the 13F portfolio, value $4,276,532.

    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 16,424 shares
    Change vs previous 13F 0 shares

    3.04% of the 13F portfolio, value $4,042,947.

    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 16,424 shares
    Change vs previous 13F +174 shares

    3% of the 13F portfolio, value $3,973,958.

    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 16,250 shares
    Change vs previous 13F -1,856 shares

    2.78% of the 13F portfolio, value $3,506,588.

    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 18,106 shares
    Change vs previous 13F +759 shares

    3.05% of the 13F portfolio, value $3,611,966.

    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 17,347 shares
    Change vs previous 13F +1,537 shares

    3.27% of the 13F portfolio, value $3,832,998.

    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 15,810 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $3,492,342.

    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).