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Legacy Wealth Management, LLC / MS: BSCT position timeline

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

Legacy Wealth Management, LLC / MS held 98,956 BSCT 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 98,956 shares
    Change vs previous 13F -3,050 shares

    0.47% of the 13F portfolio, value $1,838,099.

    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 102,006 shares
    Change vs previous 13F +4,225 shares

    0.54% of the 13F portfolio, value $1,903,464.

    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 97,781 shares
    Change vs previous 13F +23,920 shares

    0.49% of the 13F portfolio, value $1,841,696.

    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 73,861 shares
    Change vs previous 13F -36,058 shares

    0.42% of the 13F portfolio, value $1,389,331.

    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 109,919 shares
    Change vs previous 13F -33,956 shares

    0.63% of the 13F portfolio, value $2,055,478.

    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 143,875 shares
    Change vs previous 13F -200 shares

    0.87% of the 13F portfolio, value $2,666,011.

    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 144,075 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,642,340.

    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).