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Legacy Wealth Managment, LLC/ID: VLUE position timeline

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

Legacy Wealth Managment, LLC/ID held 6,298 VLUE 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 6,298 shares
    Change vs previous 13F +5,289 shares

    0.52% of the 13F portfolio, value $1,258,477.

    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 1,009 shares
    Change vs previous 13F +1,003 shares

    0.07% of the 13F portfolio, value $143,470.

    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 6 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $821.

    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).