Legacy Wealth Asset Management, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on CL, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 15,664 CL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 15,664 sharesChange vs previous 13F -8,927 shares
0.29% of the 13F portfolio, value $1,336,452.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 24,591 sharesChange vs previous 13F +177 shares
0.49% of the 13F portfolio, value $2,254,503.
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 24,414 sharesChange vs previous 13F +4,296 shares
0.51% of the 13F portfolio, value $2,080,805.
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 20,118 sharesChange vs previous 13F -3,494 shares
0.39% of the 13F portfolio, value $1,589,724.
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 23,612 sharesChange vs previous 13F +16,662 shares
0.46% of the 13F portfolio, value $1,887,543.
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 6,950 sharesChange vs previous 13F -28 shares
0.16% of the 13F portfolio, value $631,755.
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 6,978 sharesChange vs previous 13F -34 shares
0.18% of the 13F portfolio, value $653,839.
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 7,012 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $637,461.
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).