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LEGACY SOLUTIONS, LLC: IUSV position timeline

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

LEGACY SOLUTIONS, LLC held 73,844 IUSV 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 73,844 shares
    Change vs previous 13F +2,724 shares

    6.22% of the 13F portfolio, value $8,143,480.

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

  2. period ended2026-06-30
    13F 71,120 shares
    Change vs previous 13F +447 shares

    6.34% of the 13F portfolio, value $7,833,844.

    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 70,673 shares
    Change vs previous 13F -4,158 shares

    6.7% of the 13F portfolio, value $7,226,292.

    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 74,831 shares
    Change vs previous 13F +1,152 shares

    6.74% of the 13F portfolio, value $7,673,156.

    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 73,679 shares
    Change vs previous 13F +271 shares

    6.62% of the 13F portfolio, value $7,364,182.

    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 73,408 shares
    Change vs previous 13F +1,423 shares

    6.66% of the 13F portfolio, value $6,946,613.

    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 71,985 shares
    Change vs previous 13F +2,250 shares

    7.32% of the 13F portfolio, value $6,643,466.

    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 69,735 shares
    Change vs previous 13F not available

    7.04% of the 13F portfolio, value $6,456,783.

    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).