Legacy Wealth Management, LLC / MS: KDP position timeline

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

Legacy Wealth Management, LLC / MS held 10,500 KDP 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 10,500 shares
Change vs previous 13F -7,930 shares
0.09% of the 13F portfolio, value $343,665.
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 18,430 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $485,262.
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).