Legacy Wealth Management, LLC: VUG position timeline

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

Legacy Wealth Management, LLC held 9,198 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

period ended2026-06-30
13F 9,198 shares
Change vs previous 13F +7,635 shares
0.04% of the 13F portfolio, value $792,316.
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).
period ended2026-03-31
13F 1,563 shares
Change vs previous 13F +25 shares
0.04% of the 13F portfolio, value $682,703.
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).
period ended2025-12-31
13F 1,538 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $750,329.
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).
period ended2025-09-30
13F 1,538 shares
Change vs previous 13F 0 shares
0.04% of the 13F portfolio, value $737,640.
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).
period ended2025-06-30
13F 1,538 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $674,259.
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).