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Legacy Wealth Management, LLC / MS: OEF position timeline

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

Legacy Wealth Management, LLC / MS held 2,157 OEF 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 2,157 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $789,355.

    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 2,156 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $685,623.

    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 2,153 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $738,353.

    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 2,150 shares
    Change vs previous 13F +197 shares

    0.22% of the 13F portfolio, value $715,761.

    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 1,953 shares
    Change vs previous 13F +122 shares

    0.18% of the 13F portfolio, value $594,361.

    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 1,831 shares
    Change vs previous 13F -291 shares

    0.16% of the 13F portfolio, value $495,817.

    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 2,122 shares
    Change vs previous 13F +1,372 shares

    0.24% of the 13F portfolio, value $612,913.

    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 750 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $207,570.

    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).