Legacy Wealth Management, LLC / MS: BSCU position timeline

Legacy Wealth Management, LLC / MS held 41,793 BSCU 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 41,793 shares

   Change vs previous 13F +7,421 shares

   0.18% of the 13F portfolio, value $695,647.

   13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-07-08 (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 34,372 shares

   Change vs previous 13F +15,340 shares

   0.16% of the 13F portfolio, value $574,671.

   13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-04-10 (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 19,032 shares

   Change vs previous 13F +3,867 shares

   0.09% of the 13F portfolio, value $322,024.

   13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-01-05 (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 ended2025-09-30

   13F 15,165 shares

   Change vs previous 13F +493 shares

   0.08% of the 13F portfolio, value $256,293.

   13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-10-23 (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).

5. period ended2025-06-30

   13F 14,672 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $246,189.

   13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-07-01 (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).