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Legacy Wealth Management, LLC / MS: V position timeline

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

Legacy Wealth Management, LLC / MS held 17,730 V 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 17,730 shares
    Change vs previous 13F -2,977 shares

    1.56% of the 13F portfolio, value $6,082,986.

    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 20,707 shares
    Change vs previous 13F +53 shares

    1.78% of the 13F portfolio, value $6,258,484.

    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 20,654 shares
    Change vs previous 13F +2,557 shares

    1.93% of the 13F portfolio, value $7,243,564.

    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 18,097 shares
    Change vs previous 13F -2,438 shares

    1.86% of the 13F portfolio, value $6,177,954.

    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 20,535 shares
    Change vs previous 13F -2,842 shares

    2.22% of the 13F portfolio, value $7,290,952.

    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 23,377 shares
    Change vs previous 13F -2,114 shares

    2.68% of the 13F portfolio, value $8,192,803.

    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 25,491 shares
    Change vs previous 13F -1,783 shares

    3.2% of the 13F portfolio, value $8,056,176.

    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 27,274 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $7,498,986.

    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).