Legacy Wealth Management, LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC on QQQ, newest first. How the timeline and the estimate are built.
Legacy Wealth Management, LLC held 513 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 513 sharesChange vs previous 13F -20 shares
0.02% of the 13F portfolio, value $377,424.
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 533 sharesChange vs previous 13F +20 shares
0.02% of the 13F portfolio, value $307,561.
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 513 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $314,833.
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 512 sharesChange vs previous 13F -4 shares
0.02% of the 13F portfolio, value $307,660.
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 516 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $284,883.
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 512 sharesChange vs previous 13F +4 shares
0.02% of the 13F portfolio, value $240,273.
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 508 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $259,908.
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 508 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $248,104.
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).