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Legacy Wealth Asset Management, LLC: VGSH position timeline

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

Legacy Wealth Asset Management, LLC held 40,405 VGSH 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 40,405 shares
    Change vs previous 13F +10,554 shares

    0.51% of the 13F portfolio, value $2,325,712.

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

  2. period ended2026-06-30
    13F 29,851 shares
    Change vs previous 13F +2,192 shares

    0.38% of the 13F portfolio, value $1,737,328.

    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 27,659 shares
    Change vs previous 13F +3,151 shares

    0.39% of the 13F portfolio, value $1,619,158.

    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 24,508 shares
    Change vs previous 13F +1,195 shares

    0.35% of the 13F portfolio, value $1,439,355.

    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 23,313 shares
    Change vs previous 13F +919 shares

    0.33% of the 13F portfolio, value $1,371,955.

    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 22,394 shares
    Change vs previous 13F +2,225 shares

    0.33% of the 13F portfolio, value $1,316,305.

    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 20,169 shares
    Change vs previous 13F +62 shares

    0.33% of the 13F portfolio, value $1,183,704.

    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 20,107 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,169,811.

    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).