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Disclosery

LEGACY SOLUTIONS, LLC: ITOT position timeline

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

LEGACY SOLUTIONS, LLC held 9,467 ITOT 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 9,467 shares
    Change vs previous 13F +4 shares

    1.2% of the 13F portfolio, value $1,574,242.

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

  2. period ended2026-06-30
    13F 9,463 shares
    Change vs previous 13F +2,038 shares

    1.26% of the 13F portfolio, value $1,554,446.

    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 7,425 shares
    Change vs previous 13F +1,521 shares

    0.98% of the 13F portfolio, value $1,057,593.

    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 5,904 shares
    Change vs previous 13F +349 shares

    0.77% of the 13F portfolio, value $877,867.

    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 5,555 shares
    Change vs previous 13F +160 shares

    0.73% of the 13F portfolio, value $809,065.

    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 5,395 shares
    Change vs previous 13F -246 shares

    0.7% of the 13F portfolio, value $728,489.

    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 5,641 shares
    Change vs previous 13F +845 shares

    0.76% of the 13F portfolio, value $688,216.

    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 4,796 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $616,800.

    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).