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Legacy Wealth Management, LLC / MS: GOOGL position timeline

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

Legacy Wealth Management, LLC / MS held 40,424 GOOGL 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 40,424 shares
    Change vs previous 13F -3,080 shares

    3.71% of the 13F portfolio, value $14,446,386.

    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 43,504 shares
    Change vs previous 13F +1,147 shares

    3.57% of the 13F portfolio, value $12,509,894.

    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 42,357 shares
    Change vs previous 13F +5,053 shares

    3.54% of the 13F portfolio, value $13,257,628.

    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 37,304 shares
    Change vs previous 13F -5,478 shares

    2.73% of the 13F portfolio, value $9,068,528.

    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 42,782 shares
    Change vs previous 13F -4,460 shares

    2.29% of the 13F portfolio, value $7,539,389.

    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 47,242 shares
    Change vs previous 13F +5,687 shares

    2.39% of the 13F portfolio, value $7,305,511.

    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 41,555 shares
    Change vs previous 13F -5,522 shares

    3.13% of the 13F portfolio, value $7,866,405.

    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 47,077 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $7,807,673.

    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).