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Legacy Edge Advisors, LLC: IWS position timeline

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

Legacy Edge Advisors, LLC held 55,797 IWS 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 55,797 shares
    Change vs previous 13F -601 shares

    0.84% of the 13F portfolio, value $9,184,186.

    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 56,398 shares
    Change vs previous 13F -1,159 shares

    0.86% of the 13F portfolio, value $8,219,445.

    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 57,557 shares
    Change vs previous 13F -241 shares

    0.89% of the 13F portfolio, value $8,118,415.

    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 57,798 shares
    Change vs previous 13F -445 shares

    0.95% of the 13F portfolio, value $8,072,647.

    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 58,243 shares
    Change vs previous 13F -82,676 shares

    1.03% of the 13F portfolio, value $7,696,230.

    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 140,919 shares
    Change vs previous 13F +2,861 shares

    2.77% of the 13F portfolio, value $17,751,566.

    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 138,058 shares
    Change vs previous 13F -3,909 shares

    2.83% of the 13F portfolio, value $17,826,049.

    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 141,967 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $18,775,136.

    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).