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Legacy Wealth Advisors, LLC: SOC position timeline

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

Legacy Wealth Advisors, LLC held 200,350 SOC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,350 shares
    Change vs previous 13F +100,350 shares

    0.27% of the 13F portfolio, value $617,078.

    13F-HR 0002111463-26-000004 filed by Legacy Wealth Advisors, LLC
    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 100,000 shares
    Change vs previous 13F -262,273 shares

    0.84% of the 13F portfolio, value $1,652,000.

    13F-HR 0002111463-26-000003 filed by Legacy Wealth Advisors, LLC
    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 362,273 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,267,703.

    13F-HR 0002111463-26-000001 filed by Legacy Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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