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Legacy Wealth Management, LLC / MS: SPYM position timeline

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

Legacy Wealth Management, LLC / MS held 302,964 SPYM 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 302,964 shares
    Change vs previous 13F +124,427 shares

    6.83% of the 13F portfolio, value $26,624,517.

    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 178,537 shares
    Change vs previous 13F +4,687 shares

    3.89% of the 13F portfolio, value $13,665,257.

    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 173,850 shares
    Change vs previous 13F +36,067 shares

    3.72% of the 13F portfolio, value $13,946,284.

    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 137,783 shares
    Change vs previous 13F -6,110 shares

    3.25% of the 13F portfolio, value $10,793,956.

    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 143,893 shares
    Change vs previous 13F -923 shares

    3.18% of the 13F portfolio, value $10,459,564.

    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 144,816 shares
    Change vs previous 13F +16,609 shares

    3.11% of the 13F portfolio, value $9,523,111.

    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 128,207 shares
    Change vs previous 13F +3,627 shares

    3.51% of the 13F portfolio, value $8,838,600.

    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 124,580 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $8,410,396.

    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).