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Legacy Wealth Managment, LLC/ID: DEA position timeline

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

Legacy Wealth Managment, LLC/ID held 21,257 DEA 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 21,257 shares
    Change vs previous 13F +1,536 shares

    0.22% of the 13F portfolio, value $529,937.

    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 19,721 shares
    Change vs previous 13F -79 shares

    0.21% of the 13F portfolio, value $422,622.

    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 19,800 shares
    Change vs previous 13F -3,782 shares

    0.2% of the 13F portfolio, value $419,563.

    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 23,582 shares
    Change vs previous 13F +2,638 shares

    0.24% of the 13F portfolio, value $540,736.

    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 20,944 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $464,957.

    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).