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Legacy Wealth Management, LLC / MS: CHI position timeline

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

Legacy Wealth Management, LLC / MS held 55,109 CHI 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 55,109 shares
    Change vs previous 13F +171 shares

    0.19% of the 13F portfolio, value $740,659.

    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 54,938 shares
    Change vs previous 13F +185 shares

    0.17% of the 13F portfolio, value $590,034.

    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 54,753 shares
    Change vs previous 13F +190 shares

    0.15% of the 13F portfolio, value $573,810.

    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 54,563 shares
    Change vs previous 13F +31,686 shares

    0.18% of the 13F portfolio, value $588,735.

    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 22,877 shares
    Change vs previous 13F +9,575 shares

    0.07% of the 13F portfolio, value $240,666.

    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 13,302 shares
    Change vs previous 13F -36,109 shares

    0.04% of the 13F portfolio, value $127,566.

    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 49,411 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $589,967.

    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).