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Legacy Wealth Managment, LLC/ID: BUFQ position timeline

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

Legacy Wealth Managment, LLC/ID held 170,386 BUFQ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,386 shares
    Change vs previous 13F +8,960 shares

    2.76% of the 13F portfolio, value $6,691,058.

    13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
    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 161,426 shares
    Change vs previous 13F +625 shares

    2.84% of the 13F portfolio, value $5,701,567.

    13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
    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 160,801 shares
    Change vs previous 13F +86,185 shares

    2.76% of the 13F portfolio, value $5,763,108.

    13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
    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 74,616 shares
    Change vs previous 13F +3,189 shares

    1.18% of the 13F portfolio, value $2,599,622.

    13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
    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 71,427 shares
    Change vs previous 13F +20,157 shares

    1.25% of the 13F portfolio, value $2,371,377.

    13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
    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 51,270 shares
    Change vs previous 13F +6,131 shares

    1.11% of the 13F portfolio, value $1,530,923.

    13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
    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 45,139 shares
    Change vs previous 13F +25,605 shares

    0.95% of the 13F portfolio, value $1,445,351.

    13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
    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 19,534 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $611,219.

    13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
    Filed (acceptance time not in the bulk data set), ingested

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