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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

  1. period ended2026-06-30
    13F 10,500 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 18,515 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 24,475 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 30,824 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 22,862 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 34,474 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 48,305 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 108,872 shares
    Change 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), ingested

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