Skip to content
Disclosery

Legacy Wealth Management, LLC / MS: LHX position timeline

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

Legacy Wealth Management, LLC / MS held 11,960 LHX 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 11,960 shares
    Change vs previous 13F -1,230 shares

    0.89% of the 13F portfolio, value $3,475,317.

    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 13,190 shares
    Change vs previous 13F -114 shares

    1.3% of the 13F portfolio, value $4,552,641.

    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 13,304 shares
    Change vs previous 13F +1,908 shares

    1.04% of the 13F portfolio, value $3,905,760.

    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 11,396 shares
    Change vs previous 13F -1,651 shares

    1.05% of the 13F portfolio, value $3,480,503.

    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 13,047 shares
    Change vs previous 13F -180 shares

    1% of the 13F portfolio, value $3,272,709.

    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 13,227 shares
    Change vs previous 13F +250 shares

    0.9% of the 13F portfolio, value $2,768,543.

    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 12,977 shares
    Change vs previous 13F -889 shares

    1.08% of the 13F portfolio, value $2,728,804.

    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 13,866 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $3,298,305.

    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).