Legacy Wealth Asset Management, LLC: BWX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on BWX, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 0 BWX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 0 sharesChange vs previous 13F -35,211 shares
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingestedExited: the 13F for this period no longer lists the position.
- period ended2026-06-3013F 35,211 sharesChange vs previous 13F +1,452 shares
0.17% of the 13F portfolio, value $763,374.
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 33,759 sharesChange vs previous 13F +1,428 shares
0.18% of the 13F portfolio, value $741,010.
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 32,331 sharesChange vs previous 13F +1,800 shares
0.18% of the 13F portfolio, value $728,417.
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 30,531 sharesChange vs previous 13F +887 shares
0.17% of the 13F portfolio, value $702,213.
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 29,644 sharesChange vs previous 13F +74 shares
0.18% of the 13F portfolio, value $696,338.
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 29,570 sharesChange vs previous 13F +205 shares
0.18% of the 13F portfolio, value $646,400.
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 29,365 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $628,117.
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).