Legacy Wealth Management, LLC / MS: IWR position timeline

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

Legacy Wealth Management, LLC / MS held 3,284 IWR shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 3,284 shares
Change vs previous 13F +3 shares
0.09% of the 13F portfolio, value $362,253.
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).
period ended2026-03-31
13F 3,281 shares
Change vs previous 13F +4 shares
0.09% of the 13F portfolio, value $318,969.
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).
period ended2025-12-31
13F 3,277 shares
Change vs previous 13F +4 shares
0.08% of the 13F portfolio, value $315,520.
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).
period ended2025-09-30
13F 3,273 shares
Change vs previous 13F -1,008 shares
0.1% of the 13F portfolio, value $315,987.
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).
period ended2025-06-30
13F 4,281 shares
Change vs previous 13F -6,565 shares
0.12% of the 13F portfolio, value $393,722.
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).
period ended2025-03-31
13F 10,846 shares
Change vs previous 13F +6,578 shares
0.3% of the 13F portfolio, value $922,630.
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 4,268 shares
Change vs previous 13F -4,462 shares
0.15% of the 13F portfolio, value $377,302.
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 8,730 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $769,474.
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).