Legacy Wealth Asset Management, LLC: HLIO position timeline

Legacy Wealth Asset Management, LLC held 0 HLIO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 0 shares

   Change vs previous 13F -4,086 shares

   13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
   Accepted 2026-10-09 00:57:21 UTC, ingested 2026-10-10 02:16:16 UTC

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-06-30

   13F 4,086 shares

   Change vs previous 13F +69 shares

   0.08% of the 13F portfolio, value $364,676.

   13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 4,017 shares

   Change vs previous 13F -169 shares

   0.06% of the 13F portfolio, value $259,940.

   13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 4,186 shares

   Change vs previous 13F +246 shares

   0.06% of the 13F portfolio, value $223,909.

   13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 3,940 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $205,392.

   13F-HR 0001085146-25-005936 filed by Legacy Wealth Asset Management, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).