Legacy Wealth Asset Management, LLC: KB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on KB, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 11,454 KB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 11,454 sharesChange vs previous 13F +1,360 shares
0.31% of the 13F portfolio, value $1,409,987.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 10,094 sharesChange vs previous 13F -515 shares
0.23% of the 13F portfolio, value $1,059,466.
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 10,609 sharesChange vs previous 13F +2,482 shares
0.26% of the 13F portfolio, value $1,058,036.
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 8,127 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $699,247.
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).