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Legacy Wealth Management, LLC / MS: GOOG position timeline

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

Legacy Wealth Management, LLC / MS held 12,180 GOOG 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 12,180 shares
    Change vs previous 13F -430 shares

    1.1% of the 13F portfolio, value $4,303,396.

    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 12,610 shares
    Change vs previous 13F +3,437 shares

    1.03% of the 13F portfolio, value $3,617,388.

    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 9,173 shares
    Change vs previous 13F +1,340 shares

    0.77% of the 13F portfolio, value $2,878,490.

    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 7,833 shares
    Change vs previous 13F -979 shares

    0.57% of the 13F portfolio, value $1,907,661.

    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 8,812 shares
    Change vs previous 13F +189 shares

    0.48% of the 13F portfolio, value $1,563,228.

    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 8,623 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,347,171.

    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 8,623 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,642,164.

    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 8,623 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,441,679.

    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).