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Disclosery

Legacy Wealth Management, LLC: IXUS position timeline

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

Legacy Wealth Management, LLC held 728,716 IXUS 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 728,716 shares
    Change vs previous 13F -11,098 shares

    3.64% of the 13F portfolio, value $69,548,645.

    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 739,814 shares
    Change vs previous 13F -13,587 shares

    3.74% of the 13F portfolio, value $64,097,486.

    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 753,401 shares
    Change vs previous 13F -10,712 shares

    3.67% of the 13F portfolio, value $63,767,833.

    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 764,113 shares
    Change vs previous 13F -9,225 shares

    3.72% of the 13F portfolio, value $63,100,474.

    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 773,338 shares
    Change vs previous 13F -7,811 shares

    3.72% of the 13F portfolio, value $59,786,725.

    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 781,149 shares
    Change vs previous 13F -813 shares

    3.63% of the 13F portfolio, value $54,532,007.

    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 781,962 shares
    Change vs previous 13F +24,608 shares

    3.32% of the 13F portfolio, value $51,718,962.

    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 757,354 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $55,006,621.

    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).