Skip to content
Disclosery

Legacy Wealth Management, LLC / MS: IQV position timeline

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

Legacy Wealth Management, LLC / MS held 7,752 IQV 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 7,752 shares
    Change vs previous 13F -8,935 shares

    0.38% of the 13F portfolio, value $1,497,841.

    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 16,687 shares
    Change vs previous 13F -3,953 shares

    0.81% of the 13F portfolio, value $2,845,801.

    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 20,640 shares
    Change vs previous 13F +1,545 shares

    1.24% of the 13F portfolio, value $4,652,462.

    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 19,095 shares
    Change vs previous 13F -3,144 shares

    1.09% of the 13F portfolio, value $3,626,904.

    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 22,239 shares
    Change vs previous 13F +2,812 shares

    1.07% of the 13F portfolio, value $3,504,644.

    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 19,427 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,424,980.

    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).