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LEGACY SOLUTIONS, LLC: HTRB position timeline

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

LEGACY SOLUTIONS, LLC held 100,256 HTRB 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 100,256 shares
    Change vs previous 13F +9,856 shares

    2.45% of the 13F portfolio, value $3,213,198.

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

  2. period ended2026-06-30
    13F 90,400 shares
    Change vs previous 13F +9,207 shares

    2.47% of the 13F portfolio, value $3,049,635.

    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 81,193 shares
    Change vs previous 13F +5,180 shares

    2.54% of the 13F portfolio, value $2,739,441.

    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 76,013 shares
    Change vs previous 13F +1,298 shares

    2.28% of the 13F portfolio, value $2,595,828.

    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 74,715 shares
    Change vs previous 13F +1,608 shares

    2.3% of the 13F portfolio, value $2,561,967.

    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 73,107 shares
    Change vs previous 13F +1,259 shares

    2.37% of the 13F portfolio, value $2,476,145.

    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 71,848 shares
    Change vs previous 13F +3,887 shares

    2.68% of the 13F portfolio, value $2,432,780.

    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 67,961 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,265,146.

    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).