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Legacy Wealth Asset Management, LLC: CAVA position timeline

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

Legacy Wealth Asset Management, LLC held 4,419 CAVA 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 4,419 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $239,068.

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

  2. period ended2026-06-30
    13F 4,398 shares
    Change vs previous 13F -77 shares

    0.08% of the 13F portfolio, value $345,155.

    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 4,475 shares
    Change vs previous 13F +4,475 shares

    0.09% of the 13F portfolio, value $362,028.

    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 0 shares
    Change vs previous 13F -4,181 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-09-30
    13F 4,181 shares
    Change vs previous 13F +643 shares

    0.06% of the 13F portfolio, value $252,574.

    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 3,538 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $298,006.

    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).