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Legacy Wealth Management, LLC: JPST position timeline

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

Legacy Wealth Management, LLC held 35,085 JPST 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 35,085 shares
    Change vs previous 13F -1,631,248 shares

    0.09% of the 13F portfolio, value $1,774,248.

    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 1,666,333 shares
    Change vs previous 13F +34,971 shares

    4.92% of the 13F portfolio, value $84,333,105.

    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 1,631,362 shares
    Change vs previous 13F +83,125 shares

    4.76% of the 13F portfolio, value $82,530,614.

    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 1,548,237 shares
    Change vs previous 13F +69,920 shares

    4.62% of the 13F portfolio, value $78,542,080.

    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 1,478,317 shares
    Change vs previous 13F +31,818 shares

    4.66% of the 13F portfolio, value $74,921,126.

    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 1,446,499 shares
    Change vs previous 13F +1,804 shares

    4.88% of the 13F portfolio, value $73,236,256.

    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 1,444,695 shares
    Change vs previous 13F +63,095 shares

    4.67% of the 13F portfolio, value $72,769,263.

    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 1,381,600 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $70,102,399.

    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).