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Disclosery

Legacy Wealth Partners, LLC: IUSB position timeline

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

Legacy Wealth Partners, LLC held 239,969 IUSB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 239,969 shares
    Change vs previous 13F +21,945 shares

    2.49% of the 13F portfolio, value $11,074,586.

    13F-HR 0002066638-26-000004 filed by Legacy Wealth Partners, 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 218,024 shares
    Change vs previous 13F +181,283 shares

    2.52% of the 13F portfolio, value $10,070,533.

    13F-HR 0002066638-26-000003 filed by Legacy Wealth Partners, 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 36,741 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,709,929.

    13F-HR 0002066638-26-000002 filed by Legacy Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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