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Legend Financial Advisors, Inc.: IAK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legend Financial Advisors, Inc. on IAK, newest first. How the timeline and the estimate are built.

Legend Financial Advisors, Inc. held 58,386 IAK shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,386 shares
    Change vs previous 13F +2,879 shares

    4.66% of the 13F portfolio, value $8,206,797.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    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 55,507 shares
    Change vs previous 13F +947 shares

    4.59% of the 13F portfolio, value $7,120,958.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    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 54,560 shares
    Change vs previous 13F +2,524 shares

    4.5% of the 13F portfolio, value $7,428,340.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    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 52,036 shares
    Change vs previous 13F +1,157 shares

    4.28% of the 13F portfolio, value $6,974,410.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 50,879 shares
    Change vs previous 13F -745 shares

    4.55% of the 13F portfolio, value $6,841,142.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 51,624 shares
    Change vs previous 13F -1,706 shares

    5.23% of the 13F portfolio, value $7,114,288.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 53,330 shares
    Change vs previous 13F -734 shares

    4.76% of the 13F portfolio, value $6,744,633.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    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 54,064 shares
    Change vs previous 13F not available

    4.82% of the 13F portfolio, value $6,976,945.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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