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Legacy Wealth Management, LLC / MS: AJG position timeline

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

Legacy Wealth Management, LLC / MS held 10,541 AJG 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 10,541 shares
    Change vs previous 13F -2,950 shares

    0.62% of the 13F portfolio, value $2,419,897.

    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 13,491 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $2,921,881.

    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 13,491 shares
    Change vs previous 13F +3,008 shares

    0.93% of the 13F portfolio, value $3,491,336.

    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 10,483 shares
    Change vs previous 13F -3,008 shares

    0.98% of the 13F portfolio, value $3,247,004.

    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 13,491 shares
    Change vs previous 13F -820 shares

    1.31% of the 13F portfolio, value $4,318,739.

    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 14,311 shares
    Change vs previous 13F -230 shares

    1.61% of the 13F portfolio, value $4,940,730.

    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 14,541 shares
    Change vs previous 13F -770 shares

    1.64% of the 13F portfolio, value $4,127,463.

    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 15,311 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,308,056.

    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).