Legacy Wealth Asset Management, LLC: IBN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on IBN, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 70,766 IBN shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 70,766 sharesChange vs previous 13F +1,472 shares
0.43% of the 13F portfolio, value $1,949,603.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 69,294 sharesChange vs previous 13F -2,209 shares
0.44% of the 13F portfolio, value $2,011,605.
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 71,503 sharesChange vs previous 13F -1,308 shares
0.45% of the 13F portfolio, value $1,851,928.
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 72,811 sharesChange vs previous 13F -373 shares
0.53% of the 13F portfolio, value $2,169,768.
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 73,184 sharesChange vs previous 13F +676 shares
0.54% of the 13F portfolio, value $2,212,352.
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 72,508 sharesChange vs previous 13F -5,084 shares
0.62% of the 13F portfolio, value $2,439,169.
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 77,592 sharesChange vs previous 13F +2,317 shares
0.68% of the 13F portfolio, value $2,445,700.
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 75,275 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $2,247,712.
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).