Legacy Wealth Asset Management, LLC: ERIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on ERIC, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 273,620 ERIC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 273,620 sharesChange vs previous 13F +96,152 shares
0.55% of the 13F portfolio, value $2,503,623.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 177,468 sharesChange vs previous 13F +75,491 shares
0.43% of the 13F portfolio, value $1,978,768.
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 101,977 sharesChange vs previous 13F +17,669 shares
0.28% of the 13F portfolio, value $1,149,281.
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 84,308 sharesChange vs previous 13F -7,775 shares
0.2% of the 13F portfolio, value $813,572.
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 92,083 sharesChange vs previous 13F +1,149 shares
0.19% of the 13F portfolio, value $761,526.
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 90,934 sharesChange vs previous 13F -11,780 shares
0.2% of the 13F portfolio, value $771,120.
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 102,714 sharesChange vs previous 13F -4,877 shares
0.22% of the 13F portfolio, value $797,061.
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 107,591 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $867,183.
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).