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Legacy Wealth Management, LLC / MS: SPY position timeline

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

Legacy Wealth Management, LLC / MS held 87,441 SPY 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 87,441 shares
    Change vs previous 13F -260 shares

    16.76% of the 13F portfolio, value $65,298,655.

    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 87,701 shares
    Change vs previous 13F -4,330 shares

    16.26% of the 13F portfolio, value $57,035,426.

    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 92,031 shares
    Change vs previous 13F +5,318 shares

    16.76% of the 13F portfolio, value $62,757,920.

    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 86,713 shares
    Change vs previous 13F -5,244 shares

    17.39% of the 13F portfolio, value $57,766,200.

    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 91,957 shares
    Change vs previous 13F -4,828 shares

    17.28% of the 13F portfolio, value $56,815,605.

    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 96,785 shares
    Change vs previous 13F +182 shares

    17.7% of the 13F portfolio, value $54,140,561.

    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 96,603 shares
    Change vs previous 13F -5,740 shares

    22.49% of the 13F portfolio, value $56,617,086.

    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 102,343 shares
    Change vs previous 13F not available

    21.57% of the 13F portfolio, value $58,720,320.

    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).