Legacy Wealth Management, LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC on IJH, newest first. How the timeline and the estimate are built.
Legacy Wealth Management, LLC held 1,301,904 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 1,301,904 sharesChange vs previous 13F -22,349 shares
5.25% of the 13F portfolio, value $100,389,787.
13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,324,253 sharesChange vs previous 13F -25,743 shares
5.22% of the 13F portfolio, value $89,426,826.
13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,349,996 sharesChange vs previous 13F -25,901 shares
5.13% of the 13F portfolio, value $89,099,740.
13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,375,897 sharesChange vs previous 13F -12,915 shares
5.29% of the 13F portfolio, value $89,791,048.
13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,388,812 sharesChange vs previous 13F +43,570 shares
5.36% of the 13F portfolio, value $86,134,133.
13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,345,242 sharesChange vs previous 13F -15,331 shares
5.23% of the 13F portfolio, value $78,494,850.
13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,360,573 sharesChange vs previous 13F -48,681 shares
5.44% of the 13F portfolio, value $84,777,292.
13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,409,254 sharesChange vs previous 13F not available
5.69% of the 13F portfolio, value $87,824,682.
13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).