LEGACY SOLUTIONS, LLC: IUSG position timeline

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

LEGACY SOLUTIONS, LLC held 45,681 IUSG shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

period ended2026-09-30
13F 45,681 shares
Change vs previous 13F +1,227 shares
6.76% of the 13F portfolio, value $8,850,695.
13F-HR 0002053314-26-000005 filed by LEGACY SOLUTIONS, LLC
Accepted 2026-10-07 16:25:24 UTC, ingested 2026-10-07 16:26:30 UTC
period ended2026-06-30
13F 44,454 shares
Change vs previous 13F -44 shares
6.77% of the 13F portfolio, value $8,361,308.
13F-HR 0002053314-26-000003 filed by LEGACY SOLUTIONS, LLC
Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 44,498 shares
Change vs previous 13F -3,026 shares
6.4% of the 13F portfolio, value $6,902,123.
13F-HR 0002053314-26-000002 filed by LEGACY SOLUTIONS, LLC
Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 47,524 shares
Change vs previous 13F -3,572 shares
7.01% of the 13F portfolio, value $7,981,113.
13F-HR 0002053314-26-000001 filed by LEGACY SOLUTIONS, LLC
Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 51,096 shares
Change vs previous 13F -1,155 shares
7.56% of the 13F portfolio, value $8,407,255.
13F-HR 0002053314-25-000006 filed by LEGACY SOLUTIONS, LLC
Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 52,251 shares
Change vs previous 13F +928 shares
7.53% of the 13F portfolio, value $7,858,590.
13F-HR 0002053314-25-000005 filed by LEGACY SOLUTIONS, LLC
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 51,323 shares
Change vs previous 13F +999 shares
7.18% of the 13F portfolio, value $6,522,140.
13F-HR 0002053314-25-000002 filed by LEGACY SOLUTIONS, LLC
Filed 2025-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 50,324 shares
Change vs previous 13F not available
7.64% of the 13F portfolio, value $7,012,716.
13F-HR 0002053314-25-000001 filed by LEGACY SOLUTIONS, LLC
Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).