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Legacy Wealth Managment, LLC/ID: BITO position timeline

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

Legacy Wealth Managment, LLC/ID held 130,791 BITO 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 130,791 shares
    Change vs previous 13F -130,260 shares

    0.43% of the 13F portfolio, value $1,043,713.

    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 261,051 shares
    Change vs previous 13F +11,627 shares

    1.21% of the 13F portfolio, value $2,430,385.

    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 249,424 shares
    Change vs previous 13F -47,022 shares

    1.45% of the 13F portfolio, value $3,032,994.

    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 296,446 shares
    Change vs previous 13F -214,266 shares

    2.64% of the 13F portfolio, value $5,834,067.

    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 510,712 shares
    Change vs previous 13F -425 shares

    5.81% of the 13F portfolio, value $10,985,422.

    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 511,137 shares
    Change vs previous 13F -1,829 shares

    6.8% of the 13F portfolio, value $9,364,032.

    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 512,966 shares
    Change vs previous 13F -73,493 shares

    7.51% of the 13F portfolio, value $11,428,873.

    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 586,459 shares
    Change vs previous 13F not available

    8.66% of the 13F portfolio, value $14,186,435.

    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).