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Legacy Edge Advisors, LLC: IWF position timeline

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

Legacy Edge Advisors, LLC held 241,524 IWF 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 241,524 shares
    Change vs previous 13F +181,567 shares

    2.76% of the 13F portfolio, value $29,990,035.

    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 59,957 shares
    Change vs previous 13F -1,102 shares

    2.69% of the 13F portfolio, value $25,565,665.

    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 61,059 shares
    Change vs previous 13F +381 shares

    3.16% of the 13F portfolio, value $28,899,225.

    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 60,678 shares
    Change vs previous 13F +2,822 shares

    3.35% of the 13F portfolio, value $28,422,182.

    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 57,856 shares
    Change vs previous 13F -1,004 shares

    3.28% of the 13F portfolio, value $24,564,500.

    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 58,860 shares
    Change vs previous 13F +942 shares

    3.32% of the 13F portfolio, value $21,253,757.

    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 57,918 shares
    Change vs previous 13F -14,810 shares

    3.73% of the 13F portfolio, value $23,468,374.

    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 72,728 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $27,300,637.

    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).