Legacy Wealth Asset Management, LLC: WFRD position timeline

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

Legacy Wealth Asset Management, LLC held 0 WFRD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 0 shares
Change vs previous 13F -2,551 shares
13F-HR 0001085146-26-000829 filed by Legacy Wealth Asset Management, LLC
Accepted 2026-10-09 00:57:21 UTC, ingested 2026-10-10 02:16:16 UTC
Exited: the 13F for this period no longer lists the position.
period ended2026-06-30
13F 2,551 shares
Change vs previous 13F +22 shares
0.05% of the 13F portfolio, value $207,907.
13F-HR 0001846151-26-000003 filed by Legacy Wealth Asset Management, LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,529 shares
Change vs previous 13F -186 shares
0.06% of the 13F portfolio, value $239,193.
13F-HR 0001846151-26-000002 filed by Legacy Wealth Asset Management, LLC
Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,715 shares
Change vs previous 13F +2,715 shares
0.05% of the 13F portfolio, value $212,476.
13F-HR 0001846151-26-000001 filed by Legacy Wealth Asset Management, LLC
Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 0 shares
Change vs previous 13F not available
13F-HR 0001085146-25-000198 filed by Legacy Wealth Asset Management, LLC
Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.