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Legacy Wealth Asset Management, LLC: IRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on IRT, newest first. How the timeline and the estimate are built.

Legacy Wealth Asset Management, LLC held 10,225 IRT 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 10,225 shares
    Change vs previous 13F -183 shares

    0.03% of the 13F portfolio, value $148,569.

    13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $173,710.

    13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).