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Disclosery

Legacy Wealth Partners, LLC: SPDW position timeline

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

Legacy Wealth Partners, LLC held 68,834 SPDW 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 68,834 shares
    Change vs previous 13F -19,895 shares

    0.78% of the 13F portfolio, value $3,468,545.

    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 88,729 shares
    Change vs previous 13F +5,004 shares

    1.02% of the 13F portfolio, value $4,050,479.

    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 83,725 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,718,228.

    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).