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Disclosery

Legacy Wealth Partners, LLC: SHV position timeline

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

Legacy Wealth Partners, LLC held 18,012 SHV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,012 shares
    Change vs previous 13F +3,338 shares

    0.45% of the 13F portfolio, value $1,987,624.

    13F-HR 0002066638-26-000004 filed by Legacy Wealth Partners, LLC
    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 14,674 shares
    Change vs previous 13F +1,571 shares

    0.41% of the 13F portfolio, value $1,619,863.

    13F-HR 0002066638-26-000003 filed by Legacy Wealth Partners, LLC
    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 13,103 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,443,299.

    13F-HR 0002066638-26-000002 filed by Legacy Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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