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LEGACY SOLUTIONS, LLC: FSEP position timeline

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

LEGACY SOLUTIONS, LLC held 20,674 FSEP 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 20,674 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,181,106.

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

  2. period ended2026-06-30
    13F 20,674 shares
    Change vs previous 13F -2,414 shares

    0.92% of the 13F portfolio, value $1,138,724.

    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 23,088 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,162,019.

    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 23,088 shares
    Change vs previous 13F +2,414 shares

    1.05% of the 13F portfolio, value $1,190,417.

    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 20,674 shares
    Change vs previous 13F +731 shares

    0.94% of the 13F portfolio, value $1,044,864.

    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 19,943 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $957,434.

    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 19,943 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $888,461.

    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 19,943 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $911,309.

    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).