Legacy Wealth Asset Management, LLC: ADI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on ADI, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 7,879 ADI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 7,879 sharesChange vs previous 13F -91 shares
0.69% of the 13F portfolio, value $3,125,678.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 7,970 sharesChange vs previous 13F -334 shares
0.69% of the 13F portfolio, value $3,165,445.
13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,304 sharesChange vs previous 13F -80 shares
0.64% of the 13F portfolio, value $2,641,835.
13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,384 sharesChange vs previous 13F +207 shares
0.56% of the 13F portfolio, value $2,273,741.
13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,177 sharesChange vs previous 13F -265 shares
0.49% of the 13F portfolio, value $2,009,089.
13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,442 sharesChange vs previous 13F +86 shares
0.51% of the 13F portfolio, value $2,009,365.
13F-HR 0001085146-25-004314 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,356 sharesChange vs previous 13F +399 shares
0.47% of the 13F portfolio, value $1,685,155.
13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,957 sharesChange vs previous 13F not available
0.46% of the 13F portfolio, value $1,690,544.
13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).