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Legacy Wealth Management, LLC / MS: EQH position timeline

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

Legacy Wealth Management, LLC / MS held 29,240 EQH 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 29,240 shares
    Change vs previous 13F -10,000 shares

    0.33% of the 13F portfolio, value $1,283,051.

    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 39,240 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,456,196.

    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 39,240 shares
    Change vs previous 13F +5,905 shares

    0.5% of the 13F portfolio, value $1,869,786.

    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 33,335 shares
    Change vs previous 13F -5,905 shares

    0.51% of the 13F portfolio, value $1,692,751.

    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 39,240 shares
    Change vs previous 13F -1,365 shares

    0.67% of the 13F portfolio, value $2,201,364.

    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 40,605 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,115,114.

    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 40,605 shares
    Change vs previous 13F -265 shares

    0.76% of the 13F portfolio, value $1,915,338.

    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 40,870 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,717,766.

    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).