Legacy Wealth Asset Management, LLC: FIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on FIS, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 6,693 FIS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 6,693 sharesChange vs previous 13F +8 shares
0.05% of the 13F portfolio, value $220,200.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 6,685 sharesChange vs previous 13F -49 shares
0.06% of the 13F portfolio, value $259,913.
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 6,734 sharesChange vs previous 13F +90 shares
0.08% of the 13F portfolio, value $315,892.
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 6,644 sharesChange vs previous 13F +74 shares
0.11% of the 13F portfolio, value $441,560.
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 6,570 sharesChange vs previous 13F -24 shares
0.11% of the 13F portfolio, value $433,226.
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 6,594 sharesChange vs previous 13F -160 shares
0.14% of the 13F portfolio, value $536,818.
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 6,754 sharesChange vs previous 13F -201 shares
0.14% of the 13F portfolio, value $504,389.
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 6,955 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $561,755.
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).