Legacy Wealth Management, LLC: META position timeline

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

Legacy Wealth Management, LLC held 0 META shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -567 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 567 shares
Change vs previous 13F -252 shares
0.02% of the 13F portfolio, value $326,796.
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).
period ended2024-12-31
13F 819 shares
Change vs previous 13F +12 shares
0.03% of the 13F portfolio, value $479,533.
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).
period ended2024-09-30
13F 807 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $461,959.
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).