Legacy Wealth Asset Management, LLC: CX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on CX, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 71,390 CX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 71,390 sharesChange vs previous 13F -210 shares
0.15% of the 13F portfolio, value $678,919.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 71,600 sharesChange vs previous 13F -1,301 shares
0.19% of the 13F portfolio, value $859,200.
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 72,901 sharesChange vs previous 13F -2,429 shares
0.2% of the 13F portfolio, value $833,987.
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 75,330 sharesChange vs previous 13F -3,057 shares
0.21% of the 13F portfolio, value $865,542.
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 78,387 sharesChange vs previous 13F -1,413 shares
0.17% of the 13F portfolio, value $704,699.
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 79,800 sharesChange vs previous 13F +1,843 shares
0.14% of the 13F portfolio, value $553,014.
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 77,957 sharesChange vs previous 13F +2,570 shares
0.12% of the 13F portfolio, value $437,339.
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 75,387 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $425,183.
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).