Legacy Wealth Management, LLC / MS: NVDA position timeline

Legacy Wealth Management, LLC / MS held 359,695 NVDA 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 359,695 shares

   Change vs previous 13F -6,894 shares

   18.48% of the 13F portfolio, value $71,971,344.

   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).

2. period ended2026-03-31

   13F 366,589 shares

   Change vs previous 13F +1,746 shares

   18.22% of the 13F portfolio, value $63,933,087.

   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).

3. period ended2025-12-31

   13F 364,843 shares

   Change vs previous 13F +44,407 shares

   18.17% of the 13F portfolio, value $68,043,182.

   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).

4. period ended2025-09-30

   13F 320,436 shares

   Change vs previous 13F +1,212 shares

   18% of the 13F portfolio, value $59,787,024.

   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).

5. period ended2025-06-30

   13F 319,224 shares

   Change vs previous 13F +272,931 shares

   15.34% of the 13F portfolio, value $50,434,228.

   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).

6. period ended2025-03-31

   13F 46,293 shares

   Change vs previous 13F +18,956 shares

   1.64% of the 13F portfolio, value $5,017,202.

   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).

7. period ended2024-12-31

   13F 27,337 shares

   Change vs previous 13F -15,428 shares

   1.46% of the 13F portfolio, value $3,671,097.

   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).

8. period ended2024-09-30

   13F 42,765 shares

   Change vs previous 13F not available

   1.91% of the 13F portfolio, value $5,193,382.

   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).