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Disclosery

Legacy Advisory Services, LLC: SPYM position timeline

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

Legacy Advisory Services, LLC held 242,446 SPYM 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 242,446 shares
    Change vs previous 13F +2,920 shares

    15% of the 13F portfolio, value $21,306,180.

    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 239,526 shares
    Change vs previous 13F -14,343 shares

    14% of the 13F portfolio, value $18,333,324.

    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 253,869 shares
    Change vs previous 13F +163 shares

    15.31% of the 13F portfolio, value $20,365,349.

    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 253,706 shares
    Change vs previous 13F +5,582 shares

    14.99% of the 13F portfolio, value $19,875,382.

    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 248,124 shares
    Change vs previous 13F -4,920 shares

    14.3% of the 13F portfolio, value $18,036,161.

    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 253,044 shares
    Change vs previous 13F -50,434 shares

    14.05% of the 13F portfolio, value $16,640,260.

    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 303,478 shares
    Change vs previous 13F -28,723 shares

    17.84% of the 13F portfolio, value $20,921,754.

    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 332,201 shares
    Change vs previous 13F not available

    19.27% of the 13F portfolio, value $22,426,885.

    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).