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Legacy Advisory Services, LLC: USMV position timeline

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

Legacy Advisory Services, LLC held 122,116 USMV 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 122,116 shares
    Change vs previous 13F +11,569 shares

    8.29% of the 13F portfolio, value $11,779,334.

    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 110,547 shares
    Change vs previous 13F -19,473 shares

    7.83% of the 13F portfolio, value $10,252,141.

    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 130,020 shares
    Change vs previous 13F +1,211 shares

    9.2% of the 13F portfolio, value $12,242,678.

    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 128,809 shares
    Change vs previous 13F +3,268 shares

    9.24% of the 13F portfolio, value $12,254,900.

    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 125,541 shares
    Change vs previous 13F +19,271 shares

    9.34% of the 13F portfolio, value $11,784,561.

    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 106,270 shares
    Change vs previous 13F +7,989 shares

    8.4% of the 13F portfolio, value $9,953,275.

    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 98,281 shares
    Change vs previous 13F +18,772 shares

    7.44% of the 13F portfolio, value $8,725,835.

    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 79,509 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $7,259,989.

    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).