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Legacy Wealth Management, LLC: IWB position timeline

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

Legacy Wealth Management, LLC held 702,613 IWB 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 702,613 shares
    Change vs previous 13F -5,589 shares

    15.05% of the 13F portfolio, value $287,720,157.

    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 708,202 shares
    Change vs previous 13F -2,273 shares

    14.73% of the 13F portfolio, value $252,516,621.

    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 710,475 shares
    Change vs previous 13F -12,117 shares

    15.29% of the 13F portfolio, value $265,319,944.

    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 722,592 shares
    Change vs previous 13F -6,258 shares

    15.55% of the 13F portfolio, value $264,093,081.

    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 728,850 shares
    Change vs previous 13F -29,478 shares

    15.39% of the 13F portfolio, value $247,495,740.

    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 758,328 shares
    Change vs previous 13F -19,371 shares

    15.5% of the 13F portfolio, value $232,609,662.

    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 777,699 shares
    Change vs previous 13F -3,897 shares

    16.08% of the 13F portfolio, value $250,543,648.

    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 781,596 shares
    Change vs previous 13F not available

    15.92% of the 13F portfolio, value $245,726,101.

    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).