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Legacy Wealth Asset Management, LLC: SMFG position timeline

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

Legacy Wealth Asset Management, LLC held 46,286 SMFG 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 46,286 shares
    Change vs previous 13F +5,139 shares

    0.26% of the 13F portfolio, value $1,199,270.

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

  2. period ended2026-06-30
    13F 41,147 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $970,246.

    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 41,187 shares
    Change vs previous 13F +315 shares

    0.2% of the 13F portfolio, value $813,443.

    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 40,872 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $790,056.

    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).