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Legacy Edge Advisors, LLC: IYJ position timeline

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

Legacy Edge Advisors, LLC held 113,634 IYJ 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 113,634 shares
    Change vs previous 13F +3,328 shares

    1.74% of the 13F portfolio, value $18,937,106.

    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 110,306 shares
    Change vs previous 13F +6,270 shares

    1.71% of the 13F portfolio, value $16,274,547.

    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 104,036 shares
    Change vs previous 13F +6,001 shares

    1.69% of the 13F portfolio, value $15,415,014.

    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 98,035 shares
    Change vs previous 13F +6,203 shares

    1.68% of the 13F portfolio, value $14,300,858.

    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 91,832 shares
    Change vs previous 13F -8,718 shares

    1.75% of the 13F portfolio, value $13,068,612.

    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 100,550 shares
    Change vs previous 13F +1,532 shares

    2.04% of the 13F portfolio, value $13,089,599.

    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 99,018 shares
    Change vs previous 13F -2,329 shares

    2.1% of the 13F portfolio, value $13,228,805.

    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 101,347 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $13,547,053.

    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).