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Legacy Wealth Management, LLC: JCPB position timeline

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

Legacy Wealth Management, LLC held 4,057,660 JCPB 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 4,057,660 shares
    Change vs previous 13F +190,026 shares

    9.97% of the 13F portfolio, value $190,466,545.

    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 3,867,634 shares
    Change vs previous 13F +137,884 shares

    10.62% of the 13F portfolio, value $182,088,202.

    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 3,729,750 shares
    Change vs previous 13F +182,776 shares

    10.18% of the 13F portfolio, value $176,603,651.

    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 3,546,974 shares
    Change vs previous 13F +232,040 shares

    9.93% of the 13F portfolio, value $168,658,620.

    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 3,314,934 shares
    Change vs previous 13F +81,090 shares

    9.7% of the 13F portfolio, value $156,000,813.

    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 3,233,844 shares
    Change vs previous 13F +52,375 shares

    10.14% of the 13F portfolio, value $152,120,022.

    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 3,181,469 shares
    Change vs previous 13F +162,386 shares

    9.41% of the 13F portfolio, value $146,570,286.

    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 3,019,083 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $145,640,582.

    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).