Legacy Wealth Asset Management, LLC: ST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Asset Management, LLC on ST, newest first. How the timeline and the estimate are built.
Legacy Wealth Asset Management, LLC held 16,149 ST shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 16,149 sharesChange vs previous 13F +18 shares
0.15% of the 13F portfolio, value $671,152.
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 16,131 sharesChange vs previous 13F +485 shares
0.17% of the 13F portfolio, value $770,094.
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 15,646 sharesChange vs previous 13F +24 shares
0.13% of the 13F portfolio, value $551,052.
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 15,622 sharesChange vs previous 13F +710 shares
0.13% of the 13F portfolio, value $520,056.
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 14,912 sharesChange vs previous 13F +450 shares
0.11% of the 13F portfolio, value $455,562.
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 14,462 sharesChange vs previous 13F -12 shares
0.11% of the 13F portfolio, value $435,451.
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 14,474 sharesChange vs previous 13F +5,057 shares
0.1% of the 13F portfolio, value $351,284.
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 9,417 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $258,026.
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).