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Legacy Wealth Management, LLC: FBND position timeline

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

Legacy Wealth Management, LLC held 5,495,432 FBND 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 5,495,432 shares
    Change vs previous 13F +1,995,732 shares

    13.08% of the 13F portfolio, value $249,987,205.

    13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,499,700 shares
    Change vs previous 13F +83,294 shares

    9.31% of the 13F portfolio, value $159,656,329.

    13F-HR 0001488921-26-000002 filed by Legacy Wealth 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 ended2025-12-31
    13F 3,416,406 shares
    Change vs previous 13F +166,799 shares

    9.06% of the 13F portfolio, value $157,291,344.

    13F-HR 0001488921-26-000001 filed by Legacy Wealth 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 ended2025-09-30
    13F 3,249,607 shares
    Change vs previous 13F +151,905 shares

    8.85% of the 13F portfolio, value $150,261,839.

    13F-HR 0001085146-25-005904 filed by Legacy Wealth 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 ended2025-06-30
    13F 3,097,702 shares
    Change vs previous 13F +1,136 shares

    8.81% of the 13F portfolio, value $141,719,862.

    13F-HR 0001085146-25-003950 filed by Legacy Wealth 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 ended2025-03-31
    13F 3,096,566 shares
    Change vs previous 13F +15,679 shares

    9.42% of the 13F portfolio, value $141,358,257.

    13F-HR 0001085146-25-002331 filed by Legacy Wealth 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 ended2024-12-31
    13F 3,080,887 shares
    Change vs previous 13F +143,631 shares

    8.87% of the 13F portfolio, value $138,239,417.

    13F-HR 0001085146-25-000375 filed by Legacy Wealth 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 ended2024-09-30
    13F 2,937,256 shares
    Change vs previous 13F not available

    8.9% of the 13F portfolio, value $137,287,331.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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