Legacy Wealth Management, LLC: VOO position timeline

Legacy Wealth Management, LLC held 493 VOO 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 493 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $338,568.

   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).

2. period ended2026-03-31

   13F 493 shares

   Change vs previous 13F +46 shares

   0.02% of the 13F portfolio, value $294,543.

   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 447 shares

   Change vs previous 13F +447 shares

   0.02% of the 13F portfolio, value $280,247.

   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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -677 shares

   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).

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

5. period ended2024-09-30

   13F 677 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $357,021.

   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).