Legacy Wealth Management, LLC / MS: MTDR position timeline

Legacy Wealth Management, LLC / MS held 0 MTDR shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -13,035 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 13,035 shares

   Change vs previous 13F -5,320 shares

   0.15% of the 13F portfolio, value $553,205.

   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).

3. period ended2025-09-30

   13F 18,355 shares

   Change vs previous 13F -10,270 shares

   0.25% of the 13F portfolio, value $824,690.

   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).

4. period ended2025-06-30

   13F 28,625 shares

   Change vs previous 13F -28,330 shares

   0.42% of the 13F portfolio, value $1,365,985.

   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).

5. period ended2025-03-31

   13F 56,955 shares

   Change vs previous 13F +26,940 shares

   0.95% of the 13F portfolio, value $2,909,831.

   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).

6. period ended2024-12-31

   13F 30,015 shares

   Change vs previous 13F -2,305 shares

   0.67% of the 13F portfolio, value $1,688,644.

   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).

7. period ended2024-09-30

   13F 32,320 shares

   Change vs previous 13F not available

   0.59% of the 13F portfolio, value $1,597,254.

   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).