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Legacy Wealth Management, LLC: SCHK position timeline

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

Legacy Wealth Management, LLC held 5,848,312 SCHK 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 5,848,312 shares
    Change vs previous 13F -152,229 shares

    11.03% of the 13F portfolio, value $210,890,118.

    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 6,000,541 shares
    Change vs previous 13F -117,027 shares

    10.96% of the 13F portfolio, value $187,996,948.

    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 6,117,568 shares
    Change vs previous 13F -244,067 shares

    11.56% of the 13F portfolio, value $200,656,215.

    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 6,361,635 shares
    Change vs previous 13F -288,693 shares

    12.03% of the 13F portfolio, value $204,335,725.

    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 6,650,328 shares
    Change vs previous 13F -243,200 shares

    12.33% of the 13F portfolio, value $198,312,780.

    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 6,893,528 shares
    Change vs previous 13F -77,146 shares

    12.37% of the 13F portfolio, value $185,573,780.

    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 6,970,674 shares
    Change vs previous 13F +3,377,865 shares

    12.67% of the 13F portfolio, value $197,339,776.

    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 3,592,809 shares
    Change vs previous 13F not available

    12.87% of the 13F portfolio, value $198,646,399.

    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).