Legacy Wealth Management, LLC: MSFT position timeline

Legacy Wealth Management, LLC held 0 MSFT 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 0 shares

   Change vs previous 13F -565 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 565 shares

   Change vs previous 13F +30 shares

   0.01% of the 13F portfolio, value $209,146.

   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 535 shares

   Change vs previous 13F +10 shares

   0.01% of the 13F portfolio, value $258,737.

   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 525 shares

   Change vs previous 13F -320 shares

   0.02% of the 13F portfolio, value $271,924.

   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 845 shares

   Change vs previous 13F -669 shares

   0.03% of the 13F portfolio, value $420,311.

   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 1,514 shares

   Change vs previous 13F -290 shares

   0.04% of the 13F portfolio, value $568,340.

   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 1,804 shares

   Change vs previous 13F +109 shares

   0.05% of the 13F portfolio, value $760,386.

   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 1,695 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $729,359.

   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).