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Legacy Wealth Managment, LLC/ID: IEF position timeline

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

Legacy Wealth Managment, LLC/ID held 19,407 IEF 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 19,407 shares
    Change vs previous 13F -967 shares

    0.76% of the 13F portfolio, value $1,835,330.

    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 20,374 shares
    Change vs previous 13F +1,263 shares

    0.97% of the 13F portfolio, value $1,944,495.

    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 19,111 shares
    Change vs previous 13F +981 shares

    0.88% of the 13F portfolio, value $1,837,715.

    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 18,130 shares
    Change vs previous 13F +3,732 shares

    0.79% of the 13F portfolio, value $1,748,821.

    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 14,398 shares
    Change vs previous 13F +1,992 shares

    0.73% of the 13F portfolio, value $1,378,898.

    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 12,406 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,183,161.

    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).