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Legacy Wealth Advisors, LLC: V position timeline

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

Legacy Wealth Advisors, LLC held 3,169 V 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 3,169 shares
    Change vs previous 13F +431 shares

    0.47% of the 13F portfolio, value $1,087,253.

    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 2,738 shares
    Change vs previous 13F +621 shares

    0.42% of the 13F portfolio, value $827,534.

    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 2,117 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $742,454.

    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).