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Legacy Wealth Managment, LLC/ID: JBND position timeline

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

Legacy Wealth Managment, LLC/ID held 28,880 JBND 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 28,880 shares
    Change vs previous 13F -9,059 shares

    0.64% of the 13F portfolio, value $1,545,080.

    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 37,939 shares
    Change vs previous 13F +2,744 shares

    1.02% of the 13F portfolio, value $2,039,981.

    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 35,195 shares
    Change vs previous 13F -1,752 shares

    0.91% of the 13F portfolio, value $1,902,995.

    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 36,947 shares
    Change vs previous 13F -4,515 shares

    0.91% of the 13F portfolio, value $2,001,051.

    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 41,462 shares
    Change vs previous 13F +2,810 shares

    1.18% of the 13F portfolio, value $2,221,949.

    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 38,652 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,068,656.

    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).