Legacy Wealth Asset Management, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on LLY, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 1,456 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 1,456 sharesChange vs previous 13F -635 shares
0.37% of the 13F portfolio, value $1,684,750.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 2,091 sharesChange vs previous 13F -19 shares
0.55% of the 13F portfolio, value $2,508,052.
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 2,110 sharesChange vs previous 13F -17 shares
0.47% of the 13F portfolio, value $1,940,748.
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 2,127 sharesChange vs previous 13F -21 shares
0.56% of the 13F portfolio, value $2,285,859.
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 2,148 sharesChange vs previous 13F -1,110 shares
0.4% of the 13F portfolio, value $1,638,934.
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 3,258 sharesChange vs previous 13F -54 shares
0.65% of the 13F portfolio, value $2,539,719.
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 3,312 sharesChange vs previous 13F -78 shares
0.76% of the 13F portfolio, value $2,735,425.
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 3,390 sharesChange vs previous 13F not available
0.71% of the 13F portfolio, value $2,617,091.
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).