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Disclosery

Legacy Advisory Services, LLC: SPMB position timeline

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

Legacy Advisory Services, LLC held 0 SPMB shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -12,195 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 12,195 shares
    Change vs previous 13F +188 shares

    0.21% of the 13F portfolio, value $273,350.

    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).

  3. period ended2025-09-30
    13F 12,007 shares
    Change vs previous 13F +112 shares

    0.2% of the 13F portfolio, value $269,431.

    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).

  4. period ended2025-06-30
    13F 11,895 shares
    Change vs previous 13F +109 shares

    0.21% of the 13F portfolio, value $262,890.

    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).

  5. period ended2025-03-31
    13F 11,786 shares
    Change vs previous 13F +70 shares

    0.22% of the 13F portfolio, value $259,888.

    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).

  6. period ended2024-12-31
    13F 11,716 shares
    Change vs previous 13F +161 shares

    0.22% of the 13F portfolio, value $252,451.

    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).

  7. period ended2024-09-30
    13F 11,555 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $260,329.

    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).