Legacy Wealth Asset Management, LLC: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on D, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 12,457 D shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 12,457 sharesChange vs previous 13F -9 shares
0.17% of the 13F portfolio, value $753,898.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 12,466 sharesChange vs previous 13F +16 shares
0.19% of the 13F portfolio, value $851,303.
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 12,450 sharesChange vs previous 13F +92 shares
0.19% of the 13F portfolio, value $769,659.
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 12,358 sharesChange vs previous 13F +133 shares
0.18% of the 13F portfolio, value $724,055.
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 12,225 sharesChange vs previous 13F +4,067 shares
0.18% of the 13F portfolio, value $747,803.
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 8,158 sharesChange vs previous 13F +148 shares
0.12% of the 13F portfolio, value $461,090.
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 8,010 sharesChange vs previous 13F +117 shares
0.12% of the 13F portfolio, value $449,121.
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 7,893 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $425,117.
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).