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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

  1. period ended2026-09-30
    13F 71,390 shares
    Change 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

  2. period ended2026-06-30
    13F 71,600 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 72,901 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 75,330 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 78,387 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 79,800 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 77,957 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 75,387 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).