Skip to content
Disclosery

Legacy Wealth Management, LLC / MS: SPTM position timeline

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

Legacy Wealth Management, LLC / MS held 2,982 SPTM 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 2,982 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $270,736.

    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 2,974 shares
    Change vs previous 13F -1,181 shares

    0.07% of the 13F portfolio, value $235,124.

    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 4,155 shares
    Change vs previous 13F +186 shares

    0.09% of the 13F portfolio, value $342,788.

    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 3,969 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $320,100.

    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 3,969 shares
    Change vs previous 13F -3,443 shares

    0.09% of the 13F portfolio, value $297,238.

    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 7,412 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $504,090.

    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 7,407 shares
    Change vs previous 13F +380 shares

    0.21% of the 13F portfolio, value $529,082.

    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 7,027 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $492,312.

    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).