Legacy Wealth Management, LLC / MS: VRT position timeline

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

Legacy Wealth Management, LLC / MS held 1,439 VRT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 1,439 shares
Change vs previous 13F +17 shares
0.12% of the 13F portfolio, value $481,660.
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).
period ended2026-03-31
13F 1,422 shares
Change vs previous 13F +19 shares
0.1% of the 13F portfolio, value $356,399.
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).
period ended2025-12-31
13F 1,403 shares
Change vs previous 13F +1 shares
0.06% of the 13F portfolio, value $227,292.
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).
period ended2025-09-30
13F 1,402 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $211,564.
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).