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Legacy Wealth Advisors, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Advisors, LLC on BIL, newest first. How the timeline and the estimate are built.

Legacy Wealth Advisors, LLC held 43,999 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,999 shares
    Change vs previous 13F -4,130 shares

    1.75% of the 13F portfolio, value $4,032,069.

    13F-HR 0002111463-26-000004 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,129 shares
    Change vs previous 13F +1,119 shares

    2.25% of the 13F portfolio, value $4,410,542.

    13F-HR 0002111463-26-000003 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,010 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,295,774.

    13F-HR 0002111463-26-000001 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).