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
- period ended2026-09-3013F 86,828 sharesChange 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 - period ended2026-06-3013F 81,715 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 71,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 70,953 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 73,990 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,001 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 56,012 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 51,331 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).