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Legacy Advisory Services, LLC: LGLV position timeline

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

Legacy Advisory Services, LLC held 15,055 LGLV 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 15,055 shares
    Change vs previous 13F +1,190 shares

    1.92% of the 13F portfolio, value $2,731,994.

    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 13,865 shares
    Change vs previous 13F +3,080 shares

    1.89% of the 13F portfolio, value $2,469,402.

    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 10,785 shares
    Change vs previous 13F -59 shares

    1.42% of the 13F portfolio, value $1,893,592.

    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 10,844 shares
    Change vs previous 13F +31 shares

    1.46% of the 13F portfolio, value $1,932,001.

    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 10,813 shares
    Change vs previous 13F +32 shares

    1.5% of the 13F portfolio, value $1,888,022.

    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 10,781 shares
    Change vs previous 13F -13 shares

    1.58% of the 13F portfolio, value $1,876,389.

    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 10,794 shares
    Change vs previous 13F +58 shares

    1.52% of the 13F portfolio, value $1,783,085.

    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 10,736 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $1,816,843.

    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).