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LEGACY SOLUTIONS, LLC: FBND position timeline

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

LEGACY SOLUTIONS, LLC held 64,924 FBND 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 64,924 shares
    Change vs previous 13F +5,359 shares

    2.15% of the 13F portfolio, value $2,811,204.

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

  2. period ended2026-06-30
    13F 59,565 shares
    Change vs previous 13F +4,439 shares

    2.19% of the 13F portfolio, value $2,709,596.

    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 55,126 shares
    Change vs previous 13F +3,330 shares

    2.33% of the 13F portfolio, value $2,514,828.

    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 51,796 shares
    Change vs previous 13F +538 shares

    2.1% of the 13F portfolio, value $2,384,675.

    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 51,258 shares
    Change vs previous 13F +2,136 shares

    2.13% of the 13F portfolio, value $2,370,170.

    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 49,122 shares
    Change vs previous 13F +382 shares

    2.15% of the 13F portfolio, value $2,247,345.

    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 48,740 shares
    Change vs previous 13F +1,341 shares

    2.45% of the 13F portfolio, value $2,224,968.

    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 47,399 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,126,794.

    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).