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Legacy Wealth Management, LLC / MS: CPK position timeline

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

Legacy Wealth Management, LLC / MS held 0 CPK shares at 2025-06-30 per its 13F-HR filed 2025-07-01.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,470 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 12,470 shares
    Change vs previous 13F -4,860 shares

    0.52% of the 13F portfolio, value $1,601,522.

    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).

  3. period ended2024-12-31
    13F 17,330 shares
    Change vs previous 13F -1,595 shares

    0.84% of the 13F portfolio, value $2,102,996.

    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).

  4. period ended2024-09-30
    13F 18,925 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,349,917.

    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).