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Disclosery

LEGACY SOLUTIONS, LLC: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEGACY SOLUTIONS, LLC on EXC, newest first. How the timeline and the estimate are built.

LEGACY SOLUTIONS, LLC held 12,278 EXC shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,278 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $496,031.

    13F-HR 0002053314-26-000005 filed by LEGACY SOLUTIONS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,278 shares
    Change vs previous 13F +4 shares

    0.46% of the 13F portfolio, value $572,400.

    13F-HR 0002053314-26-000003 filed by LEGACY SOLUTIONS, 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 12,274 shares
    Change vs previous 13F -47 shares

    0.56% of the 13F portfolio, value $601,671.

    13F-HR 0002053314-26-000002 filed by LEGACY SOLUTIONS, 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 12,321 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $537,072.

    13F-HR 0002053314-26-000001 filed by LEGACY SOLUTIONS, 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 12,321 shares
    Change vs previous 13F +21 shares

    0.5% of the 13F portfolio, value $554,568.

    13F-HR 0002053314-25-000006 filed by LEGACY SOLUTIONS, 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 12,300 shares
    Change vs previous 13F -14 shares

    0.51% of the 13F portfolio, value $534,066.

    13F-HR 0002053314-25-000005 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 12,314 shares
    Change vs previous 13F -62 shares

    0.63% of the 13F portfolio, value $567,429.

    13F-HR 0002053314-25-000002 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,376 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $465,833.

    13F-HR 0002053314-25-000001 filed by LEGACY SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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