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Disclosery

Legacy Advisory Services, LLC: SPTM position timeline

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

Legacy Advisory Services, LLC held 3,334 SPTM 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 3,334 shares
    Change vs previous 13F -215 shares

    0.21% of the 13F portfolio, value $302,773.

    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 3,549 shares
    Change vs previous 13F -27,519 shares

    0.21% of the 13F portfolio, value $280,585.

    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 31,068 shares
    Change vs previous 13F -129 shares

    1.93% of the 13F portfolio, value $2,563,135.

    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 31,197 shares
    Change vs previous 13F +1,865 shares

    1.9% of the 13F portfolio, value $2,516,046.

    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 29,332 shares
    Change vs previous 13F -3,183 shares

    1.74% of the 13F portfolio, value $2,196,660.

    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 32,515 shares
    Change vs previous 13F +1,331 shares

    1.87% of the 13F portfolio, value $2,211,358.

    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 31,184 shares
    Change vs previous 13F -910 shares

    1.9% of the 13F portfolio, value $2,227,410.

    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 32,094 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,248,522.

    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).