Legacy Wealth Managment, LLC/ID: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Managment, LLC/ID on IJH, newest first. How the timeline and the estimate are built.
Legacy Wealth Managment, LLC/ID held 13,901 IJH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 13,901 sharesChange vs previous 13F +5,170 shares
0.44% of the 13F portfolio, value $1,071,903.
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 8,731 sharesChange vs previous 13F +3,927 shares
0.29% of the 13F portfolio, value $589,634.
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 4,804 sharesChange vs previous 13F -283 shares
0.15% of the 13F portfolio, value $317,096.
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 5,087 sharesChange vs previous 13F +466 shares
0.15% of the 13F portfolio, value $331,948.
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 4,621 sharesChange vs previous 13F -1,531 shares
0.15% of the 13F portfolio, value $286,572.
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 6,152 sharesChange vs previous 13F +6,152 shares
0.26% of the 13F portfolio, value $358,977.
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 0 sharesChange vs previous 13F -155 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 155 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $10,144.
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).