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Legacy Wealth Managment, LLC/ID: BIL position timeline

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

Legacy Wealth Managment, LLC/ID held 57,482 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,482 shares
    Change vs previous 13F -12,095 shares

    2.17% of the 13F portfolio, value $5,267,658.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 69,577 shares
    Change vs previous 13F +9,940 shares

    3.18% of the 13F portfolio, value $6,376,060.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 59,637 shares
    Change vs previous 13F -16,119 shares

    2.61% of the 13F portfolio, value $5,449,586.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 75,756 shares
    Change vs previous 13F -8,093 shares

    3.15% of the 13F portfolio, value $6,950,587.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 83,849 shares
    Change vs previous 13F -31,897 shares

    4.07% of the 13F portfolio, value $7,691,464.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 115,746 shares
    Change vs previous 13F +3,987 shares

    7.71% of the 13F portfolio, value $10,617,381.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 111,759 shares
    Change vs previous 13F -19,957 shares

    6.72% of the 13F portfolio, value $10,225,949.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 131,716 shares
    Change vs previous 13F not available

    7.36% of the 13F portfolio, value $12,065,186.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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