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Disclosery

Legacy Advisory Services, LLC: SMMD position timeline

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

Legacy Advisory Services, LLC held 7,853 SMMD 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 7,853 shares
    Change vs previous 13F +270 shares

    0.51% of the 13F portfolio, value $719,628.

    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 7,583 shares
    Change vs previous 13F +713 shares

    0.44% of the 13F portfolio, value $578,959.

    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 6,870 shares
    Change vs previous 13F +13 shares

    0.39% of the 13F portfolio, value $514,822.

    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 6,857 shares
    Change vs previous 13F +11 shares

    0.38% of the 13F portfolio, value $505,538.

    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 6,846 shares
    Change vs previous 13F -565 shares

    0.37% of the 13F portfolio, value $464,002.

    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 7,411 shares
    Change vs previous 13F -489 shares

    0.39% of the 13F portfolio, value $463,497.

    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 7,900 shares
    Change vs previous 13F -557 shares

    0.46% of the 13F portfolio, value $537,213.

    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 8,457 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $572,802.

    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).