Legacy Wealth Asset Management, LLC: WTW position timeline

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

Legacy Wealth Asset Management, LLC held 0 WTW shares at 2025-03-31 per its 13F-HR filed 2025-04-09.

the latest 13F is the newest step

period ended2025-03-31
13F 0 shares
Change vs previous 13F -2,490 shares
13F-HR 0001085146-25-001937 filed by Legacy Wealth Asset Management, LLC
Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 2,490 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $779,968.
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).