Legacy Wealth Asset Management, LLC: HSBC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on HSBC, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 10,878 HSBC shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 10,878 sharesChange vs previous 13F -316 shares
0.24% of the 13F portfolio, value $1,080,294.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 11,194 sharesChange vs previous 13F -227 shares
0.23% of the 13F portfolio, value $1,064,437.
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 11,421 sharesChange vs previous 13F -122 shares
0.23% of the 13F portfolio, value $942,118.
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 11,543 sharesChange vs previous 13F -278 shares
0.22% of the 13F portfolio, value $908,088.
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 11,821 sharesChange vs previous 13F -171 shares
0.2% of the 13F portfolio, value $839,055.
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 11,992 sharesChange vs previous 13F -602 shares
0.19% of the 13F portfolio, value $728,994.
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 12,594 sharesChange vs previous 13F -410 shares
0.2% of the 13F portfolio, value $723,273.
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 13,004 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $643,178.
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).