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Legacy Wealth Asset Management, LLC: PHG position timeline

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

Legacy Wealth Asset Management, LLC held 86,828 PHG 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 86,828 shares
    Change vs previous 13F +5,113 shares

    0.46% of the 13F portfolio, value $2,121,208.

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

  2. period ended2026-06-30
    13F 81,715 shares
    Change vs previous 13F +9,938 shares

    0.49% of the 13F portfolio, value $2,221,831.

    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 71,777 shares
    Change vs previous 13F +824 shares

    0.48% of the 13F portfolio, value $1,966,690.

    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 70,953 shares
    Change vs previous 13F -3,037 shares

    0.47% of the 13F portfolio, value $1,921,407.

    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 73,990 shares
    Change vs previous 13F +14,989 shares

    0.49% of the 13F portfolio, value $2,016,967.

    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 59,001 shares
    Change vs previous 13F +2,989 shares

    0.36% of the 13F portfolio, value $1,414,844.

    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 56,012 shares
    Change vs previous 13F +4,681 shares

    0.39% of the 13F portfolio, value $1,422,705.

    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 51,331 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,299,701.

    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).