Legacy Wealth Asset Management, LLC: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on EW, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 8,902 EW shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 8,902 sharesChange vs previous 13F -1,312 shares
0.17% of the 13F portfolio, value $768,421.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 10,214 sharesChange vs previous 13F -48 shares
0.2% of the 13F portfolio, value $923,958.
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 10,262 sharesChange vs previous 13F +1 shares
0.2% of the 13F portfolio, value $821,781.
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 10,261 sharesChange vs previous 13F -16 shares
0.21% of the 13F portfolio, value $874,750.
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 10,277 sharesChange vs previous 13F -11,954 shares
0.19% of the 13F portfolio, value $799,242.
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 22,231 sharesChange vs previous 13F +271 shares
0.44% of the 13F portfolio, value $1,738,687.
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 21,960 sharesChange vs previous 13F +1,207 shares
0.44% of the 13F portfolio, value $1,591,661.
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 20,753 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $1,536,345.
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).