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LEGACY SOLUTIONS, LLC: SPYM position timeline

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

LEGACY SOLUTIONS, LLC held 230,851 SPYM 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 230,851 shares
    Change vs previous 13F -1,009 shares

    15.83% of the 13F portfolio, value $20,721,169.

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

  2. period ended2026-06-30
    13F 231,860 shares
    Change vs previous 13F +7,021 shares

    16.49% of the 13F portfolio, value $20,375,858.

    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 224,839 shares
    Change vs previous 13F +1,191 shares

    15.95% of the 13F portfolio, value $17,209,198.

    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 223,648 shares
    Change vs previous 13F -3,848 shares

    15.76% of the 13F portfolio, value $17,941,046.

    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 227,496 shares
    Change vs previous 13F +729 shares

    16.03% of the 13F portfolio, value $17,822,000.

    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 226,767 shares
    Change vs previous 13F +10,762 shares

    15.79% of the 13F portfolio, value $16,483,680.

    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 216,005 shares
    Change vs previous 13F +3,689 shares

    15.65% of the 13F portfolio, value $14,204,468.

    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 212,316 shares
    Change vs previous 13F not available

    15.95% of the 13F portfolio, value $14,637,085.

    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).