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
- period ended2026-09-3013F 228,004 sharesChange 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 - period ended2026-06-3013F 227,634 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 227,812 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 215,439 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 214,685 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 193,665 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 171,016 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 167,430 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).