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Disclosery

Legacy Wealth Asset Management, LLC: SW position timeline

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

Legacy Wealth Asset Management, LLC held 31,495 SW 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 31,495 shares
    Change vs previous 13F +79 shares

    0.3% of the 13F portfolio, value $1,388,930.

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

  2. period ended2026-06-30
    13F 31,416 shares
    Change vs previous 13F +5,905 shares

    0.32% of the 13F portfolio, value $1,453,304.

    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 25,511 shares
    Change vs previous 13F +15,925 shares

    0.25% of the 13F portfolio, value $1,016,613.

    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 9,586 shares
    Change vs previous 13F -4,015 shares

    0.09% of the 13F portfolio, value $370,691.

    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 13,601 shares
    Change vs previous 13F +50 shares

    0.14% of the 13F portfolio, value $578,995.

    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 13,551 shares
    Change vs previous 13F +258 shares

    0.15% of the 13F portfolio, value $584,726.

    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 13,293 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $598,983.

    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).