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Legacy Wealth Asset Management, LLC: MLPA position timeline

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

Legacy Wealth Asset Management, LLC held 228,004 MLPA 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 228,004 shares
    Change vs previous 13F +370 shares

    2.66% of the 13F portfolio, value $12,138,937.

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

  2. period ended2026-06-30
    13F 227,634 shares
    Change vs previous 13F -178 shares

    2.65% of the 13F portfolio, value $12,082,817.

    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 §4.2).

  3. period ended2026-03-31
    13F 227,812 shares
    Change vs previous 13F +12,373 shares

    2.99% of the 13F portfolio, value $12,272,237.

    13F-HR 0001846151-26-000002 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 §4.2).

  4. period ended2025-12-31
    13F 215,439 shares
    Change vs previous 13F +754 shares

    2.56% of the 13F portfolio, value $10,429,415.

    13F-HR 0001846151-26-000001 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 §4.2).

  5. period ended2025-09-30
    13F 214,685 shares
    Change vs previous 13F +21,020 shares

    2.53% of the 13F portfolio, value $10,395,040.

    13F-HR 0001085146-25-005936 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 §4.2).

  6. period ended2025-06-30
    13F 193,665 shares
    Change vs previous 13F +22,649 shares

    2.47% of the 13F portfolio, value $9,721,975.

    13F-HR 0001085146-25-004314 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 §4.2).

  7. period ended2025-03-31
    13F 171,016 shares
    Change vs previous 13F +3,586 shares

    2.52% of the 13F portfolio, value $9,103,195.

    13F-HR 0001085146-25-001937 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 §4.2).

  8. period ended2024-12-31
    13F 167,430 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $8,272,712.

    13F-HR 0001085146-25-000198 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 §4.2).