Skip to content
Disclosery

Legacy Financial Strategies, LLC: IVW position timeline

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

Legacy Financial Strategies, LLC held 2,590 IVW shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,590 shares
    Change vs previous 13F +189 shares

    0.06% of the 13F portfolio, value $368,384.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,401 shares
    Change vs previous 13F +125 shares

    0.05% of the 13F portfolio, value $330,199.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,276 shares
    Change vs previous 13F +60 shares

    0.05% of the 13F portfolio, value $257,464.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,216 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $273,095.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,188 shares
    Change vs previous 13F +31 shares

    0.05% of the 13F portfolio, value $264,120.

    13F-HR 0001723925-25-000003 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,157 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $237,499.

    13F-HR 0001085146-25-003723 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).