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Legacy Wealth Management, LLC / MS: CB position timeline

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

Legacy Wealth Management, LLC / MS held 9,757 CB 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 9,757 shares
    Change vs previous 13F -1,907 shares

    0.85% of the 13F portfolio, value $3,324,600.

    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 11,664 shares
    Change vs previous 13F -2,947 shares

    1.08% of the 13F portfolio, value $3,801,648.

    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 14,611 shares
    Change vs previous 13F +1,966 shares

    1.22% of the 13F portfolio, value $4,560,385.

    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 12,645 shares
    Change vs previous 13F -2,089 shares

    1.07% of the 13F portfolio, value $3,569,051.

    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 14,734 shares
    Change vs previous 13F -404 shares

    1.3% of the 13F portfolio, value $4,268,734.

    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 15,138 shares
    Change vs previous 13F 0 shares

    1.49% of the 13F portfolio, value $4,571,525.

    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 15,138 shares
    Change vs previous 13F -690 shares

    1.66% of the 13F portfolio, value $4,182,629.

    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 15,828 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,564,637.

    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).