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Legacy Wealth Asset Management, LLC: CHE position timeline

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

Legacy Wealth Asset Management, LLC held 2,985 CHE 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 2,985 shares
    Change vs previous 13F -71 shares

    0.33% of the 13F portfolio, value $1,507,634.

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

  2. period ended2026-06-30
    13F 3,056 shares
    Change vs previous 13F +626 shares

    0.31% of the 13F portfolio, value $1,423,301.

    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 2,430 shares
    Change vs previous 13F +117 shares

    0.22% of the 13F portfolio, value $917,908.

    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 2,313 shares
    Change vs previous 13F -235 shares

    0.24% of the 13F portfolio, value $989,640.

    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 2,548 shares
    Change vs previous 13F +117 shares

    0.28% of the 13F portfolio, value $1,140,842.

    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 2,431 shares
    Change vs previous 13F +37 shares

    0.3% of the 13F portfolio, value $1,183,727.

    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 2,394 shares
    Change vs previous 13F -52 shares

    0.41% of the 13F portfolio, value $1,473,076.

    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 2,446 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,295,891.

    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).