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Disclosery

LEGACY SOLUTIONS, LLC: IVOO position timeline

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

LEGACY SOLUTIONS, LLC held 38,126 IVOO 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 38,126 shares
    Change vs previous 13F +1,187 shares

    3.55% of the 13F portfolio, value $4,642,175.

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

  2. period ended2026-06-30
    13F 36,939 shares
    Change vs previous 13F +168 shares

    3.9% of the 13F portfolio, value $4,816,830.

    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 36,771 shares
    Change vs previous 13F -2,688 shares

    3.9% of the 13F portfolio, value $4,203,678.

    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 39,459 shares
    Change vs previous 13F +981 shares

    3.88% of the 13F portfolio, value $4,411,558.

    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 38,478 shares
    Change vs previous 13F +153 shares

    3.82% of the 13F portfolio, value $4,247,189.

    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 38,325 shares
    Change vs previous 13F +1,141 shares

    3.85% of the 13F portfolio, value $4,023,347.

    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 37,184 shares
    Change vs previous 13F +1,013 shares

    4.04% of the 13F portfolio, value $3,670,041.

    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 36,171 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $3,816,031.

    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).