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Disclosery

LEGACY SOLUTIONS, LLC: IVV position timeline

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

LEGACY SOLUTIONS, LLC held 1,432 IVV 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 1,432 shares
    Change vs previous 13F +1 shares

    0.84% of the 13F portfolio, value $1,096,827.

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

  2. period ended2026-06-30
    13F 1,431 shares
    Change vs previous 13F +351 shares

    0.87% of the 13F portfolio, value $1,071,614.

    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 1,080 shares
    Change vs previous 13F -100 shares

    0.65% of the 13F portfolio, value $705,338.

    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 1,180 shares
    Change vs previous 13F +2 shares

    0.71% of the 13F portfolio, value $807,922.

    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 1,178 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $788,473.

    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 1,177 shares
    Change vs previous 13F -18 shares

    0.7% of the 13F portfolio, value $730,670.

    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 1,195 shares
    Change vs previous 13F +5 shares

    0.74% of the 13F portfolio, value $671,741.

    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 1,190 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $700,641.

    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).