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Legacy Wealth Asset Management, LLC: WWJD position timeline

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

Legacy Wealth Asset Management, LLC held 296,787 WWJD 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 296,787 shares
    Change vs previous 13F +4,327 shares

    2.52% of the 13F portfolio, value $11,506,432.

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

  2. period ended2026-06-30
    13F 292,460 shares
    Change vs previous 13F +10,991 shares

    2.45% of the 13F portfolio, value $11,151,500.

    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 281,469 shares
    Change vs previous 13F +16,007 shares

    2.56% of the 13F portfolio, value $10,524,126.

    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 265,462 shares
    Change vs previous 13F +8,244 shares

    2.38% of the 13F portfolio, value $9,684,054.

    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 257,218 shares
    Change vs previous 13F +8,353 shares

    2.2% of the 13F portfolio, value $9,070,794.

    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 248,865 shares
    Change vs previous 13F +88,329 shares

    2.17% of the 13F portfolio, value $8,528,604.

    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 160,536 shares
    Change vs previous 13F +8,316 shares

    1.36% of the 13F portfolio, value $4,935,647.

    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 152,220 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,414,380.

    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).