Legacy Wealth Asset Management, LLC: HDB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on HDB, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 113,036 HDB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 113,036 sharesChange vs previous 13F +1,687 shares
0.55% of the 13F portfolio, value $2,525,224.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 111,349 sharesChange vs previous 13F +31,778 shares
0.63% of the 13F portfolio, value $2,876,145.
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 79,571 sharesChange vs previous 13F +18,044 shares
0.48% of the 13F portfolio, value $1,979,726.
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 61,527 sharesChange vs previous 13F +263 shares
0.55% of the 13F portfolio, value $2,248,197.
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 61,264 sharesChange vs previous 13F +30,943 shares
0.51% of the 13F portfolio, value $2,092,778.
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 30,321 sharesChange vs previous 13F -6,519 shares
0.59% of the 13F portfolio, value $2,324,711.
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 36,840 sharesChange vs previous 13F +1,138 shares
0.68% of the 13F portfolio, value $2,447,650.
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 35,702 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $2,279,930.
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).