Legacy Wealth Managment, LLC/ID: GBIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Managment, LLC/ID on GBIL, newest first. How the timeline and the estimate are built.
Legacy Wealth Managment, LLC/ID held 10,500 GBIL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,500 sharesChange vs previous 13F -8,015 shares
0.43% of the 13F portfolio, value $1,051,712.
13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,515 sharesChange vs previous 13F -5,960 shares
0.92% of the 13F portfolio, value $1,855,019.
13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,475 sharesChange vs previous 13F -6,349 shares
1.17% of the 13F portfolio, value $2,446,033.
13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,824 sharesChange vs previous 13F +7,962 shares
1.4% of the 13F portfolio, value $3,089,490.
13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,862 sharesChange vs previous 13F -11,612 shares
1.21% of the 13F portfolio, value $2,289,634.
13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,474 sharesChange vs previous 13F -13,831 shares
2.51% of the 13F portfolio, value $3,453,606.
13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,305 sharesChange vs previous 13F -60,567 shares
3.17% of the 13F portfolio, value $4,827,119.
13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 108,872 sharesChange vs previous 13F not available
6.64% of the 13F portfolio, value $10,885,024.
13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).