Legacy Wealth Management, LLC: IVV position timeline

Legacy Wealth Management, LLC held 564,713 IVV 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 564,713 shares

   Change vs previous 13F +7,120 shares

   22.13% of the 13F portfolio, value $422,907,992.

   13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 557,593 shares

   Change vs previous 13F +13,158 shares

   21.24% of the 13F portfolio, value $364,225,239.

   13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, LLC
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 544,435 shares

   Change vs previous 13F +6,903 shares

   21.49% of the 13F portfolio, value $372,905,203.

   13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 537,532 shares

   Change vs previous 13F +7,487 shares

   21.18% of the 13F portfolio, value $359,770,162.

   13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 530,045 shares

   Change vs previous 13F +22,448 shares

   20.47% of the 13F portfolio, value $329,104,955.

   13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 507,597 shares

   Change vs previous 13F -5,979 shares

   19.01% of the 13F portfolio, value $285,218,721.

   13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 513,576 shares

   Change vs previous 13F +9,765 shares

   19.41% of the 13F portfolio, value $302,331,821.

   13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 503,811 shares

   Change vs previous 13F not available

   18.83% of the 13F portfolio, value $290,608,404.

   13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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