Legacy Wealth Management, LLC / MS: TMO position timeline

Legacy Wealth Management, LLC / MS held 4,213 TMO 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 4,213 shares

   Change vs previous 13F -1,917 shares

   0.54% of the 13F portfolio, value $2,112,230.

   13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,130 shares

   Change vs previous 13F -1,993 shares

   0.86% of the 13F portfolio, value $3,013,079.

   13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,123 shares

   Change vs previous 13F +980 shares

   1.26% of the 13F portfolio, value $4,706,872.

   13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
   Filed 2026-01-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,143 shares

   Change vs previous 13F -2,213 shares

   1.04% of the 13F portfolio, value $3,464,498.

   13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,356 shares

   Change vs previous 13F -1,427 shares

   1.15% of the 13F portfolio, value $3,793,484.

   13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-07-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 10,783 shares

   Change vs previous 13F +7,054 shares

   1.75% of the 13F portfolio, value $5,365,785.

   13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,729 shares

   Change vs previous 13F -579 shares

   0.77% of the 13F portfolio, value $1,939,938.

   13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 4,308 shares

   Change vs previous 13F not available

   0.98% of the 13F portfolio, value $2,664,800.

   13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
   Filed 2024-12-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).