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Legacy Edge Advisors, LLC: VBR position timeline

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

Legacy Edge Advisors, LLC held 4,988 VBR 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 4,988 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,212,034.

    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 4,988 shares
    Change vs previous 13F -2,028 shares

    0.11% of the 13F portfolio, value $1,083,643.

    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 7,016 shares
    Change vs previous 13F +1,991 shares

    0.16% of the 13F portfolio, value $1,485,919.

    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 5,025 shares
    Change vs previous 13F -1,078 shares

    0.12% of the 13F portfolio, value $1,048,768.

    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 6,103 shares
    Change vs previous 13F +1,884 shares

    0.16% of the 13F portfolio, value $1,190,146.

    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 4,219 shares
    Change vs previous 13F -59 shares

    0.12% of the 13F portfolio, value $785,958.

    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 4,278 shares
    Change vs previous 13F -1,545 shares

    0.13% of the 13F portfolio, value $845,461.

    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 5,823 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,169,142.

    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).