Legacy Wealth Asset Management, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on DG, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 4,287 DG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 4,287 sharesChange vs previous 13F -402 shares
0.11% of the 13F portfolio, value $512,639.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 4,689 sharesChange vs previous 13F -98 shares
0.12% of the 13F portfolio, value $539,751.
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 4,787 sharesChange vs previous 13F +55 shares
0.14% of the 13F portfolio, value $568,361.
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 4,732 sharesChange vs previous 13F +1,160 shares
0.15% of the 13F portfolio, value $628,268.
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 3,572 sharesChange vs previous 13F -16,765 shares
0.09% of the 13F portfolio, value $369,166.
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 20,337 sharesChange vs previous 13F +82 shares
0.59% of the 13F portfolio, value $2,326,146.
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 20,255 sharesChange vs previous 13F +5,273 shares
0.49% of the 13F portfolio, value $1,781,022.
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 14,982 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $1,135,935.
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).