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
- period ended2026-06-3013F 21,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,800 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,582 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,944 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).