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Legacy Wealth Management, LLC / MS: DHR position timeline

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

Legacy Wealth Management, LLC / MS held 9,200 DHR 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 9,200 shares
    Change vs previous 13F -1,380 shares

    0.45% of the 13F portfolio, value $1,752,416.

    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 10,580 shares
    Change vs previous 13F -6,417 shares

    0.57% of the 13F portfolio, value $2,005,968.

    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 16,997 shares
    Change vs previous 13F +260 shares

    1.04% of the 13F portfolio, value $3,890,953.

    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 16,737 shares
    Change vs previous 13F -2,033 shares

    1% of the 13F portfolio, value $3,318,278.

    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 18,770 shares
    Change vs previous 13F +5,425 shares

    1.13% of the 13F portfolio, value $3,707,826.

    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 13,345 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $2,735,725.

    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 13,345 shares
    Change vs previous 13F -840 shares

    1.22% of the 13F portfolio, value $3,063,345.

    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 14,185 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,943,714.

    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).