Legacy Wealth Asset Management, LLC: BWXT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on BWXT, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 5,078 BWXT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,078 sharesChange vs previous 13F -149 shares
0.15% of the 13F portfolio, value $695,686.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 5,227 sharesChange vs previous 13F -126 shares
0.22% of the 13F portfolio, value $1,017,436.
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 5,353 sharesChange vs previous 13F +9 shares
0.27% of the 13F portfolio, value $1,094,635.
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 5,344 sharesChange vs previous 13F -2,532 shares
0.23% of the 13F portfolio, value $923,657.
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 7,876 sharesChange vs previous 13F -160 shares
0.35% of the 13F portfolio, value $1,452,098.
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 8,036 sharesChange vs previous 13F -119 shares
0.29% of the 13F portfolio, value $1,157,666.
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 8,155 sharesChange vs previous 13F -241 shares
0.22% of the 13F portfolio, value $804,491.
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 8,396 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $935,230.
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).