Legacy Wealth Management, LLC: HMOP position timeline

Legacy Wealth Management, LLC held 617,517 HMOP 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 617,517 shares

   Change vs previous 13F +14,050 shares

   1.26% of the 13F portfolio, value $24,172,703.

   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 603,467 shares

   Change vs previous 13F +7,078 shares

   1.36% of the 13F portfolio, value $23,378,312.

   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 596,389 shares

   Change vs previous 13F +48,905 shares

   1.34% of the 13F portfolio, value $23,324,774.

   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 547,484 shares

   Change vs previous 13F +46,048 shares

   1.26% of the 13F portfolio, value $21,335,451.

   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 501,436 shares

   Change vs previous 13F -11,463 shares

   1.19% of the 13F portfolio, value $19,194,970.

   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 512,899 shares

   Change vs previous 13F +11,521 shares

   1.31% of the 13F portfolio, value $19,720,967.

   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 501,378 shares

   Change vs previous 13F +60,943 shares

   1.24% of the 13F portfolio, value $19,383,273.

   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 440,435 shares

   Change vs previous 13F not available

   1.12% of the 13F portfolio, value $17,353,139.

   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).