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Legacy Edge Advisors, LLC: IWD position timeline

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

Legacy Edge Advisors, LLC held 207,147 IWD 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 207,147 shares
    Change vs previous 13F -14,616 shares

    4.61% of the 13F portfolio, value $50,218,647.

    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 221,763 shares
    Change vs previous 13F -5,877 shares

    4.98% of the 13F portfolio, value $47,384,100.

    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 227,640 shares
    Change vs previous 13F +8,517 shares

    5.24% of the 13F portfolio, value $47,881,798.

    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 219,123 shares
    Change vs previous 13F +17,733 shares

    5.26% of the 13F portfolio, value $44,611,252.

    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 201,390 shares
    Change vs previous 13F +27,732 shares

    5.22% of the 13F portfolio, value $39,115,980.

    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 173,658 shares
    Change vs previous 13F +5,818 shares

    5.1% of the 13F portfolio, value $32,675,489.

    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 167,840 shares
    Change vs previous 13F +35,599 shares

    4.92% of the 13F portfolio, value $30,991,656.

    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 132,241 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $25,099,342.

    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).