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Legacy Wealth Management, LLC / MS: T position timeline

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

Legacy Wealth Management, LLC / MS held 48,999 T 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 48,999 shares
    Change vs previous 13F -3,788 shares

    0.26% of the 13F portfolio, value $1,014,276.

    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 52,787 shares
    Change vs previous 13F -1,172 shares

    0.44% of the 13F portfolio, value $1,530,295.

    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 53,959 shares
    Change vs previous 13F +663 shares

    0.36% of the 13F portfolio, value $1,340,352.

    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 53,296 shares
    Change vs previous 13F +448 shares

    0.45% of the 13F portfolio, value $1,505,091.

    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 52,848 shares
    Change vs previous 13F -8,168 shares

    0.47% of the 13F portfolio, value $1,529,429.

    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 61,016 shares
    Change vs previous 13F +9,497 shares

    0.56% of the 13F portfolio, value $1,725,540.

    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 51,519 shares
    Change vs previous 13F +4,157 shares

    0.47% of the 13F portfolio, value $1,173,088.

    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 47,362 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,041,964.

    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).