Skip to content
Disclosery

Legacy Edge Advisors, LLC: JPM position timeline

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

Legacy Edge Advisors, LLC held 8,830 JPM 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 8,830 shares
    Change vs previous 13F -63 shares

    0.27% of the 13F portfolio, value $2,890,372.

    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 8,893 shares
    Change vs previous 13F -58 shares

    0.27% of the 13F portfolio, value $2,616,008.

    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 8,951 shares
    Change vs previous 13F -131 shares

    0.32% of the 13F portfolio, value $2,884,238.

    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 9,082 shares
    Change vs previous 13F +535 shares

    0.34% of the 13F portfolio, value $2,864,781.

    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 8,547 shares
    Change vs previous 13F +276 shares

    0.33% of the 13F portfolio, value $2,477,903.

    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 8,271 shares
    Change vs previous 13F -104 shares

    0.32% of the 13F portfolio, value $2,028,912.

    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 8,375 shares
    Change vs previous 13F -291 shares

    0.32% of the 13F portfolio, value $2,004,340.

    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 8,666 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,827,211.

    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).