Legacy Wealth Asset Management, LLC: MSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on MSA, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 3,907 MSA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 3,907 sharesChange vs previous 13F -24 shares
0.15% of the 13F portfolio, value $694,977.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 3,931 sharesChange vs previous 13F -2,574 shares
0.15% of the 13F portfolio, value $686,274.
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 6,505 sharesChange vs previous 13F -86 shares
0.26% of the 13F portfolio, value $1,066,495.
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 6,591 sharesChange vs previous 13F +747 shares
0.26% of the 13F portfolio, value $1,055,483.
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 5,844 sharesChange vs previous 13F -48 shares
0.24% of the 13F portfolio, value $1,005,577.
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 5,892 sharesChange vs previous 13F +752 shares
0.25% of the 13F portfolio, value $987,087.
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 5,140 sharesChange vs previous 13F -94 shares
0.21% of the 13F portfolio, value $753,987.
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 5,234 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $867,640.
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).