Skip to content
Disclosery

Legacy Wealth Managment, LLC/ID: FLRT position timeline

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

Legacy Wealth Managment, LLC/ID held 32,386 FLRT 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 32,386 shares
    Change vs previous 13F -981 shares

    0.62% of the 13F portfolio, value $1,510,159.

    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 33,367 shares
    Change vs previous 13F +5,492 shares

    0.77% of the 13F portfolio, value $1,545,226.

    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 27,875 shares
    Change vs previous 13F -4,970 shares

    0.63% of the 13F portfolio, value $1,313,890.

    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 32,845 shares
    Change vs previous 13F +3,188 shares

    0.7% of the 13F portfolio, value $1,556,525.

    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 29,657 shares
    Change vs previous 13F -468 shares

    0.75% of the 13F portfolio, value $1,411,674.

    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 30,125 shares
    Change vs previous 13F -6,917 shares

    1.03% of the 13F portfolio, value $1,418,587.

    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 37,042 shares
    Change vs previous 13F -4,338 shares

    1.16% of the 13F portfolio, value $1,765,423.

    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 41,380 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,975,896.

    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).