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Legacy Wealth Asset Management, LLC: AEIS position timeline

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

Legacy Wealth Asset Management, LLC held 3,727 AEIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,727 shares
    Change vs previous 13F +1,645 shares

    0.23% of the 13F portfolio, value $1,050,343.

    13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,082 shares
    Change vs previous 13F +409 shares

    0.17% of the 13F portfolio, value $776,315.

    13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,673 shares
    Change vs previous 13F +69 shares

    0.13% of the 13F portfolio, value $539,894.

    13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,604 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $335,829.

    13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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