Skip to content
Disclosery

LEGACY SOLUTIONS, LLC: SPDW position timeline

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

LEGACY SOLUTIONS, LLC held 198,997 SPDW 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 198,997 shares
    Change vs previous 13F +1,976 shares

    7.63% of the 13F portfolio, value $9,991,621.

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

  2. period ended2026-06-30
    13F 197,021 shares
    Change vs previous 13F +1,580 shares

    8.03% of the 13F portfolio, value $9,927,865.

    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 195,441 shares
    Change vs previous 13F -14,322 shares

    8.27% of the 13F portfolio, value $8,921,869.

    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 209,763 shares
    Change vs previous 13F -2,611 shares

    8.18% of the 13F portfolio, value $9,315,575.

    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 212,374 shares
    Change vs previous 13F -2,063 shares

    8.17% of the 13F portfolio, value $9,087,462.

    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 214,437 shares
    Change vs previous 13F +6,971 shares

    8.32% of the 13F portfolio, value $8,682,539.

    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 207,466 shares
    Change vs previous 13F +5,524 shares

    8.32% of the 13F portfolio, value $7,553,825.

    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 201,942 shares
    Change vs previous 13F not available

    7.51% of the 13F portfolio, value $6,892,297.

    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).