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Disclosery

Sierra Legacy Group: IEX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sierra Legacy Group on IEX, newest first. How the timeline and the estimate are built.

Sierra Legacy Group held 4,458 IEX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,458 shares
    Change vs previous 13F -1,000 shares

    0.78% of the 13F portfolio, value $1,011,743.

    13F-HR 0001172661-26-002668 filed by Sierra Legacy Group
    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 5,458 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,034,564.

    13F-HR 0001172661-26-001784 filed by Sierra Legacy Group
    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 5,458 shares
    Change vs previous 13F +90 shares

    0.71% of the 13F portfolio, value $971,197.

    13F-HR 0001172661-26-000226 filed by Sierra Legacy Group
    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 5,368 shares
    Change vs previous 13F +1,280 shares

    0.65% of the 13F portfolio, value $873,696.

    13F-HR 0001172661-25-004472 filed by Sierra Legacy Group
    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 4,088 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $717,730.

    13F-HR 0001172661-25-003014 filed by Sierra Legacy Group
    Filed (acceptance time not in the bulk data set), ingested

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