Legacy Wealth Management, LLC / MS: HD position timeline

Legacy Wealth Management, LLC / MS held 1,144 HD 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 1,144 shares

   Change vs previous 13F +9 shares

   0.1% of the 13F portfolio, value $403,542.

   13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,135 shares

   Change vs previous 13F +7 shares

   0.11% of the 13F portfolio, value $373,226.

   13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,128 shares

   Change vs previous 13F +419 shares

   0.1% of the 13F portfolio, value $388,272.

   13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 709 shares

   Change vs previous 13F -164 shares

   0.09% of the 13F portfolio, value $287,318.

   13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 873 shares

   Change vs previous 13F -56 shares

   0.1% of the 13F portfolio, value $320,077.

   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).

6. period ended2025-03-31

   13F 929 shares

   Change vs previous 13F -387 shares

   0.11% of the 13F portfolio, value $340,469.

   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).

7. period ended2024-12-31

   13F 1,316 shares

   Change vs previous 13F +28 shares

   0.2% of the 13F portfolio, value $511,911.

   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).

8. period ended2024-09-30

   13F 1,288 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $521,898.

   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).