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Legacy Edge Advisors, LLC: IWR position timeline

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

Legacy Edge Advisors, LLC held 381,311 IWR 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 381,311 shares
    Change vs previous 13F +12,064 shares

    3.86% of the 13F portfolio, value $42,066,230.

    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 369,247 shares
    Change vs previous 13F +38,250 shares

    3.77% of the 13F portfolio, value $35,901,886.

    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 330,997 shares
    Change vs previous 13F +26,577 shares

    3.49% of the 13F portfolio, value $31,865,081.

    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 304,420 shares
    Change vs previous 13F +29,073 shares

    3.46% of the 13F portfolio, value $29,391,751.

    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 275,347 shares
    Change vs previous 13F +239,124 shares

    3.38% of the 13F portfolio, value $25,323,664.

    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 36,223 shares
    Change vs previous 13F +559 shares

    0.48% of the 13F portfolio, value $3,081,491.

    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 35,664 shares
    Change vs previous 13F +2,365 shares

    0.5% of the 13F portfolio, value $3,153,768.

    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 33,299 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,934,974.

    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).