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Disclosery

LEGACY SOLUTIONS, LLC: USMV position timeline

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

LEGACY SOLUTIONS, LLC held 2,350 USMV 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 2,350 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $229,010.

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

  2. period ended2026-06-30
    13F 2,350 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $226,676.

    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 2,350 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $217,905.

    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 2,349 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $221,203.

    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 2,349 shares
    Change vs previous 13F -55 shares

    0.2% of the 13F portfolio, value $223,467.

    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 2,404 shares
    Change vs previous 13F -524 shares

    0.22% of the 13F portfolio, value $225,706.

    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 2,928 shares
    Change vs previous 13F -198 shares

    0.3% of the 13F portfolio, value $274,228.

    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 3,126 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $277,591.

    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).