Legacy Wealth Management, LLC: AAPL position timeline

Legacy Wealth Management, LLC held 917 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 917 shares

   Change vs previous 13F -90 shares

   0.01% of the 13F portfolio, value $265,343.

   13F-HR 0001488921-26-000004 filed by Legacy Wealth 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).

2. period ended2026-03-31

   13F 1,007 shares

   Change vs previous 13F -231 shares

   0.01% of the 13F portfolio, value $255,567.

   13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, LLC
   Filed 2026-04-23 (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).

3. period ended2025-12-31

   13F 1,238 shares

   Change vs previous 13F +263 shares

   0.02% of the 13F portfolio, value $336,598.

   13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
   Filed 2026-01-21 (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).

4. period ended2025-09-30

   13F 975 shares

   Change vs previous 13F -2,887 shares

   0.01% of the 13F portfolio, value $248,264.

   13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,862 shares

   Change vs previous 13F +924 shares

   0.05% of the 13F portfolio, value $792,429.

   13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
   Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 2,938 shares

   Change vs previous 13F -339 shares

   0.04% of the 13F portfolio, value $652,618.

   13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
   Filed 2025-04-25 (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).

7. period ended2024-12-31

   13F 3,277 shares

   Change vs previous 13F +30 shares

   0.05% of the 13F portfolio, value $820,627.

   13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
   Filed 2025-01-21 (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).

8. period ended2024-09-30

   13F 3,247 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $756,551.

   13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).