Legacy Wealth Management, LLC / MS: ES position timeline

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

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

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -9,930 shares
13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
Filed 2025-07-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 9,930 shares
Change vs previous 13F -6,020 shares
0.2% of the 13F portfolio, value $616,752.
13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 15,950 shares
Change vs previous 13F -3,280 shares
0.36% of the 13F portfolio, value $916,009.
13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 19,230 shares
Change vs previous 13F not available
0.48% of the 13F portfolio, value $1,308,602.
13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
Filed 2024-12-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).