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LEGACY SOLUTIONS, LLC: SPEM position timeline

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

LEGACY SOLUTIONS, LLC held 66,933 SPEM 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 66,933 shares
    Change vs previous 13F +1,351 shares

    2.65% of the 13F portfolio, value $3,464,431.

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

  2. period ended2026-06-30
    13F 65,582 shares
    Change vs previous 13F -448 shares

    2.75% of the 13F portfolio, value $3,395,843.

    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 66,030 shares
    Change vs previous 13F -5,764 shares

    2.87% of the 13F portfolio, value $3,097,484.

    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 71,794 shares
    Change vs previous 13F +567 shares

    2.95% of the 13F portfolio, value $3,360,673.

    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 71,227 shares
    Change vs previous 13F -1,381 shares

    3% of the 13F portfolio, value $3,334,124.

    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 72,608 shares
    Change vs previous 13F +2,951 shares

    2.97% of the 13F portfolio, value $3,103,258.

    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 69,657 shares
    Change vs previous 13F +2,160 shares

    3.02% of the 13F portfolio, value $2,742,381.

    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 67,497 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $2,589,868.

    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).