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Legacy Wealth Management, LLC: IJR position timeline

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

Legacy Wealth Management, LLC held 409,323 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,323 shares
    Change vs previous 13F -5,111 shares

    3.18% of the 13F portfolio, value $60,706,708.

    13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, 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 414,434 shares
    Change vs previous 13F -4,418 shares

    3% of the 13F portfolio, value $51,518,336.

    13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, 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 418,852 shares
    Change vs previous 13F -884 shares

    2.9% of the 13F portfolio, value $50,337,659.

    13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 419,736 shares
    Change vs previous 13F -75,952 shares

    2.94% of the 13F portfolio, value $49,877,248.

    13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 495,688 shares
    Change vs previous 13F -392 shares

    3.37% of the 13F portfolio, value $54,173,777.

    13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 496,080 shares
    Change vs previous 13F +8,085 shares

    3.46% of the 13F portfolio, value $51,875,091.

    13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 487,995 shares
    Change vs previous 13F +10,385 shares

    3.61% of the 13F portfolio, value $56,226,805.

    13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 477,610 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $55,861,235.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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