Legacy Wealth Asset Management, LLC: BNY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on BNY, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 9,005 BNY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 9,005 sharesChange vs previous 13F -567 shares
0.29% of the 13F portfolio, value $1,302,419.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 9,572 sharesChange vs previous 13F -125 shares
0.3% of the 13F portfolio, value $1,384,232.
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 9,697 sharesChange vs previous 13F -156 shares
0.28% of the 13F portfolio, value $1,150,355.
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 9,853 sharesChange vs previous 13F -397 shares
0.28% of the 13F portfolio, value $1,143,835.
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 10,250 sharesChange vs previous 13F -232 shares
0.27% of the 13F portfolio, value $1,116,840.
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 10,482 sharesChange vs previous 13F -181 shares
0.24% of the 13F portfolio, value $955,015.
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 10,663 sharesChange vs previous 13F -280 shares
0.25% of the 13F portfolio, value $894,306.
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 10,943 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $840,751.
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).