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Legacy Edge Advisors, LLC: XJR position timeline

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

Legacy Edge Advisors, LLC held 5,971 XJR 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 5,971 shares
    Change vs previous 13F -288 shares

    0.03% of the 13F portfolio, value $314,946.

    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 6,259 shares
    Change vs previous 13F -117 shares

    0.03% of the 13F portfolio, value $272,501.

    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 6,376 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $271,490.

    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 6,376 shares
    Change vs previous 13F +45 shares

    0.03% of the 13F portfolio, value $271,363.

    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 6,331 shares
    Change vs previous 13F -1,377 shares

    0.03% of the 13F portfolio, value $250,391.

    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 7,708 shares
    Change vs previous 13F -172 shares

    0.05% of the 13F portfolio, value $290,004.

    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 7,880 shares
    Change vs previous 13F -363 shares

    0.05% of the 13F portfolio, value $323,868.

    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 8,243 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $344,646.

    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).