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Legacy Advisory Services, LLC: IWX position timeline

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

Legacy Advisory Services, LLC held 63,553 IWX 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 63,553 shares
    Change vs previous 13F +662 shares

    4.7% of the 13F portfolio, value $6,683,243.

    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 62,891 shares
    Change vs previous 13F -4,933 shares

    4.45% of the 13F portfolio, value $5,828,114.

    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 67,824 shares
    Change vs previous 13F +363 shares

    4.68% of the 13F portfolio, value $6,230,354.

    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 67,461 shares
    Change vs previous 13F +299 shares

    4.47% of the 13F portfolio, value $5,928,447.

    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 67,162 shares
    Change vs previous 13F -1,609 shares

    4.48% of the 13F portfolio, value $5,654,392.

    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 68,771 shares
    Change vs previous 13F +1,232 shares

    4.77% of the 13F portfolio, value $5,651,662.

    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 67,539 shares
    Change vs previous 13F -30 shares

    4.55% of the 13F portfolio, value $5,337,438.

    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 67,569 shares
    Change vs previous 13F not available

    4.72% of the 13F portfolio, value $5,491,358.

    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).