Legacy Wealth Asset Management, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on DE, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 1,397 DE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,397 sharesChange vs previous 13F +8 shares
0.21% of the 13F portfolio, value $938,155.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 1,389 sharesChange vs previous 13F -9 shares
0.19% of the 13F portfolio, value $881,084.
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 1,398 sharesChange vs previous 13F +5 shares
0.19% of the 13F portfolio, value $787,493.
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 1,393 sharesChange vs previous 13F +51 shares
0.16% of the 13F portfolio, value $648,539.
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 1,342 sharesChange vs previous 13F 0 shares
0.15% of the 13F portfolio, value $613,643.
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 1,342 sharesChange vs previous 13F -5 shares
0.17% of the 13F portfolio, value $682,394.
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 1,347 sharesChange vs previous 13F -28 shares
0.17% of the 13F portfolio, value $632,214.
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 1,375 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $582,588.
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).