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Legacy Wealth Management, LLC / MS: RSP position timeline

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

Legacy Wealth Management, LLC / MS held 8,556 RSP 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 8,556 shares
    Change vs previous 13F +667 shares

    0.47% of the 13F portfolio, value $1,820,472.

    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 7,889 shares
    Change vs previous 13F +1,326 shares

    0.43% of the 13F portfolio, value $1,514,068.

    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 6,563 shares
    Change vs previous 13F +847 shares

    0.34% of the 13F portfolio, value $1,257,219.

    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 5,716 shares
    Change vs previous 13F -336 shares

    0.33% of the 13F portfolio, value $1,084,336.

    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 6,052 shares
    Change vs previous 13F -1,009 shares

    0.33% of the 13F portfolio, value $1,099,837.

    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 7,061 shares
    Change vs previous 13F +1,635 shares

    0.4% of the 13F portfolio, value $1,223,243.

    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 5,426 shares
    Change vs previous 13F +280 shares

    0.38% of the 13F portfolio, value $950,798.

    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 5,146 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $921,957.

    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).