Legacy Wealth Asset Management, LLC: IOSP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on IOSP, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 0 IOSP shares at 2025-12-31 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -4,063 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 4,063 sharesChange vs previous 13F -89 shares
0.08% of the 13F portfolio, value $313,501.
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 4,152 sharesChange vs previous 13F -598 shares
0.09% of the 13F portfolio, value $349,142.
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 4,750 sharesChange vs previous 13F -660 shares
0.12% of the 13F portfolio, value $450,063.
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 5,410 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $595,425.
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).