Legacy Wealth Management, LLC / MS: PLTR position timeline

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

Legacy Wealth Management, LLC / MS held 0 PLTR 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 0 shares
Change vs previous 13F -37,000 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 37,000 shares
Change vs previous 13F +2,420 shares
1.54% of the 13F portfolio, value $5,412,360.
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).
period ended2025-12-31
13F 34,580 shares
Change vs previous 13F +420 shares
1.64% of the 13F portfolio, value $6,146,595.
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).
period ended2025-09-30
13F 34,160 shares
Change vs previous 13F not available
1.88% of the 13F portfolio, value $6,231,467.
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).