Legacy Wealth Managment, LLC/ID: ORCL position timeline

Legacy Wealth Managment, LLC/ID held 0 ORCL 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 0 shares

   Change vs previous 13F -526 shares

   13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 526 shares

   Change vs previous 13F -22,604 shares

   0.04% of the 13F portfolio, value $77,380.

   13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 23,130 shares

   Change vs previous 13F -46 shares

   2.16% of the 13F portfolio, value $4,508,269.

   13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 23,176 shares

   Change vs previous 13F +22,683 shares

   2.95% of the 13F portfolio, value $6,518,019.

   13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 493 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $107,785.

   13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 493 shares

   Change vs previous 13F -1 shares

   0.05% of the 13F portfolio, value $68,927.

   13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 494 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $86,184.

   13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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