Skip to content
Disclosery

Legacy Edge Advisors, LLC: IVV position timeline

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

Legacy Edge Advisors, LLC held 14,840 IVV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,840 shares
    Change vs previous 13F +541 shares

    1.02% of the 13F portfolio, value $11,113,811.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 14,299 shares
    Change vs previous 13F -793 shares

    0.98% of the 13F portfolio, value $9,340,314.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 15,092 shares
    Change vs previous 13F +541 shares

    1.13% of the 13F portfolio, value $10,336,986.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 14,551 shares
    Change vs previous 13F -1,195 shares

    1.15% of the 13F portfolio, value $9,739,281.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, 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 15,746 shares
    Change vs previous 13F -8,069 shares

    1.31% of the 13F portfolio, value $9,776,773.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, 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 23,815 shares
    Change vs previous 13F -402 shares

    2.09% of the 13F portfolio, value $13,381,468.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, 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 24,217 shares
    Change vs previous 13F -801 shares

    2.27% of the 13F portfolio, value $14,311,763.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, 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 25,018 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $14,430,883.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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