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Legacy Wealth Management, LLC / MS: AAPL position timeline

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

Legacy Wealth Management, LLC / MS held 109,796 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,796 shares
    Change vs previous 13F +611 shares

    8.16% of the 13F portfolio, value $31,770,624.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    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 109,185 shares
    Change vs previous 13F -468 shares

    7.9% of the 13F portfolio, value $27,710,108.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    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 109,653 shares
    Change vs previous 13F +9,429 shares

    7.96% of the 13F portfolio, value $29,810,315.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    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 100,224 shares
    Change vs previous 13F -9,123 shares

    7.68% of the 13F portfolio, value $25,520,084.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    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 109,347 shares
    Change vs previous 13F -130,834 shares

    6.82% of the 13F portfolio, value $22,434,643.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    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 240,181 shares
    Change vs previous 13F +171,015 shares

    17.44% of the 13F portfolio, value $53,351,360.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    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 69,166 shares
    Change vs previous 13F -4,779 shares

    6.88% of the 13F portfolio, value $17,320,550.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    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 73,945 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $17,229,185.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).