Skip to content
Disclosery

Legacy Wealth Asset Management, LLC: UBS position timeline

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

Legacy Wealth Asset Management, LLC held 52,066 UBS 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 52,066 shares
    Change vs previous 13F +126 shares

    0.55% of the 13F portfolio, value $2,505,937.

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

  2. period ended2026-06-30
    13F 51,940 shares
    Change vs previous 13F -628 shares

    0.56% of the 13F portfolio, value $2,574,146.

    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 52,568 shares
    Change vs previous 13F -2,036 shares

    0.5% of the 13F portfolio, value $2,053,832.

    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 54,604 shares
    Change vs previous 13F -3,362 shares

    0.62% of the 13F portfolio, value $2,528,711.

    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 57,966 shares
    Change vs previous 13F -25,404 shares

    0.58% of the 13F portfolio, value $2,376,606.

    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 83,370 shares
    Change vs previous 13F +23,356 shares

    0.72% of the 13F portfolio, value $2,819,573.

    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 60,014 shares
    Change vs previous 13F -308 shares

    0.51% of the 13F portfolio, value $1,838,229.

    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 60,322 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,828,963.

    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).