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Legacy Wealth Management, LLC / MS: TJX position timeline

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

Legacy Wealth Management, LLC / MS held 33,052 TJX 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 33,052 shares
    Change vs previous 13F -4,380 shares

    1.29% of the 13F portfolio, value $5,007,378.

    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 37,432 shares
    Change vs previous 13F -245 shares

    1.7% of the 13F portfolio, value $5,977,890.

    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 37,677 shares
    Change vs previous 13F +4,869 shares

    1.55% of the 13F portfolio, value $5,787,564.

    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 32,808 shares
    Change vs previous 13F -4,900 shares

    1.43% of the 13F portfolio, value $4,742,068.

    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 37,708 shares
    Change vs previous 13F -1,165 shares

    1.42% of the 13F portfolio, value $4,656,561.

    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 38,873 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $4,734,731.

    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 38,873 shares
    Change vs previous 13F -1,150 shares

    1.87% of the 13F portfolio, value $4,696,247.

    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 40,023 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,704,303.

    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).