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Legacy Wealth Asset Management, LLC: CLS position timeline

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

Legacy Wealth Asset Management, LLC held 2,289 CLS 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 2,289 shares
    Change vs previous 13F +2,289 shares

    0.18% of the 13F portfolio, value $827,313.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,996 shares

    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).

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

  3. period ended2026-03-31
    13F 3,996 shares
    Change vs previous 13F -149 shares

    0.27% of the 13F portfolio, value $1,125,593.

    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 4,145 shares
    Change vs previous 13F -529 shares

    0.3% of the 13F portfolio, value $1,225,303.

    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 4,674 shares
    Change vs previous 13F -201 shares

    0.28% of the 13F portfolio, value $1,151,580.

    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 4,875 shares
    Change vs previous 13F +43 shares

    0.19% of the 13F portfolio, value $761,036.

    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 4,832 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $380,810.

    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).