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Disclosery

Legacy Bridge, LLC: IVW position timeline

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

Legacy Bridge, LLC held 4,330 IVW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,330 shares
    Change vs previous 13F -25 shares

    0.18% of the 13F portfolio, value $595,505.

    13F-HR 0001689144-26-000003 filed by Legacy Bridge, 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 4,355 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $492,595.

    13F-HR 0001689144-26-000002 filed by Legacy Bridge, 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 4,305 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $530,635.

    13F-HR 0001689144-26-000001 filed by Legacy Bridge, 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 4,305 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $519,700.

    13F-HR 0001689144-25-000005 filed by Legacy Bridge, 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 4,305 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $473,981.

    13F-HR 0001689144-25-000003 filed by Legacy Bridge, 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 4,305 shares
    Change vs previous 13F -600 shares

    0.22% of the 13F portfolio, value $399,634.

    13F-HR 0001689144-25-000002 filed by Legacy Bridge, 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 4,905 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $498,005.

    13F-HR 0001689144-25-000001 filed by Legacy Bridge, 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 4,905 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $469,654.

    13F-HR 0001689144-24-000007 filed by Legacy Bridge, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).