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Legacy Wealth Partners, LLC: IVV position timeline

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

Legacy Wealth Partners, LLC held 83,004 IVV 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 83,004 shares
    Change vs previous 13F +13,708 shares

    13.96% of the 13F portfolio, value $62,160,666.

    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 69,296 shares
    Change vs previous 13F -10,492 shares

    11.35% of the 13F portfolio, value $45,264,713.

    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 79,788 shares
    Change vs previous 13F not available

    14.15% of the 13F portfolio, value $54,650,223.

    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).