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Disclosery

Legacy Advisory Services, LLC: SGOV position timeline

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

Legacy Advisory Services, LLC held 157,858 SGOV 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 157,858 shares
    Change vs previous 13F -7,340 shares

    11.19% of the 13F portfolio, value $15,891,568.

    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 165,198 shares
    Change vs previous 13F -882 shares

    12.7% of the 13F portfolio, value $16,628,859.

    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 166,080 shares
    Change vs previous 13F -1,605 shares

    12.53% of the 13F portfolio, value $16,671,115.

    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 167,685 shares
    Change vs previous 13F +160 shares

    12.74% of the 13F portfolio, value $16,885,848.

    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 167,525 shares
    Change vs previous 13F +110,500 shares

    13.37% of the 13F portfolio, value $16,868,113.

    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 57,025 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $5,740,707.

    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).