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Legacy Wealth Asset Management, LLC: ASX position timeline

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

Legacy Wealth Asset Management, LLC held 106,351 ASX 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 106,351 shares
    Change vs previous 13F -28,656 shares

    1.04% of the 13F portfolio, value $4,728,365.

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

  2. period ended2026-06-30
    13F 135,007 shares
    Change vs previous 13F -25,596 shares

    1.34% of the 13F portfolio, value $6,091,516.

    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 160,603 shares
    Change vs previous 13F -11,810 shares

    0.85% of the 13F portfolio, value $3,481,873.

    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 172,413 shares
    Change vs previous 13F -78,049 shares

    0.68% of the 13F portfolio, value $2,775,849.

    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).

  5. period ended2025-09-30
    13F 250,462 shares
    Change vs previous 13F -2,703 shares

    0.67% of the 13F portfolio, value $2,777,624.

    13F-HR 0001085146-25-005936 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).

  6. period ended2025-06-30
    13F 253,165 shares
    Change vs previous 13F -8,042 shares

    0.66% of the 13F portfolio, value $2,615,194.

    13F-HR 0001085146-25-004314 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).

  7. period ended2025-03-31
    13F 261,207 shares
    Change vs previous 13F -2,750 shares

    0.63% of the 13F portfolio, value $2,288,173.

    13F-HR 0001085146-25-001937 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).

  8. period ended2024-12-31
    13F 263,957 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,658,047.

    13F-HR 0001085146-25-000198 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).