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Legacy Wealth Asset Management, LLC: CIB position timeline

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

Legacy Wealth Asset Management, LLC held 13,555 CIB 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 13,555 shares
    Change vs previous 13F -488 shares

    0.28% of the 13F portfolio, value $1,258,582.

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

  2. period ended2026-06-30
    13F 14,043 shares
    Change vs previous 13F -344 shares

    0.24% of the 13F portfolio, value $1,115,435.

    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 14,387 shares
    Change vs previous 13F -866 shares

    0.25% of the 13F portfolio, value $1,047,517.

    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 15,253 shares
    Change vs previous 13F -807 shares

    0.24% of the 13F portfolio, value $970,243.

    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 16,060 shares
    Change vs previous 13F -316 shares

    0.2% of the 13F portfolio, value $834,156.

    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 16,376 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $756,407.

    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).