Skip to content
Disclosery

LEGACY SOLUTIONS, LLC: SHM position timeline

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

LEGACY SOLUTIONS, LLC held 14,991 SHM 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 14,991 shares
    Change vs previous 13F -343 shares

    0.53% of the 13F portfolio, value $699,348.

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

  2. period ended2026-06-30
    13F 15,334 shares
    Change vs previous 13F +280 shares

    0.6% of the 13F portfolio, value $735,504.

    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 15,054 shares
    Change vs previous 13F +1,137 shares

    0.67% of the 13F portfolio, value $720,041.

    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 13,917 shares
    Change vs previous 13F +254 shares

    0.59% of the 13F portfolio, value $667,898.

    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 13,663 shares
    Change vs previous 13F +1,950 shares

    0.59% of the 13F portfolio, value $658,843.

    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 11,713 shares
    Change vs previous 13F -236 shares

    0.54% of the 13F portfolio, value $560,250.

    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 11,949 shares
    Change vs previous 13F -145 shares

    0.63% of the 13F portfolio, value $568,789.

    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 12,094 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $573,146.

    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).