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Legacy Wealth Asset Management, LLC: CB position timeline

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

Legacy Wealth Asset Management, LLC held 5,076 CB 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 5,076 shares
    Change vs previous 13F +29 shares

    0.36% of the 13F portfolio, value $1,650,969.

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

  2. period ended2026-06-30
    13F 5,047 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $1,719,715.

    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 5,043 shares
    Change vs previous 13F -5,010 shares

    0.4% of the 13F portfolio, value $1,643,665.

    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 10,053 shares
    Change vs previous 13F -306 shares

    0.77% of the 13F portfolio, value $3,137,742.

    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 10,359 shares
    Change vs previous 13F +3,067 shares

    0.71% of the 13F portfolio, value $2,923,828.

    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 7,292 shares
    Change vs previous 13F +1,950 shares

    0.54% of the 13F portfolio, value $2,112,638.

    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 5,342 shares
    Change vs previous 13F +418 shares

    0.45% of the 13F portfolio, value $1,613,231.

    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 4,924 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,360,501.

    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).