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Legacy Wealth Managment, LLC/ID: FTSM position timeline

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

Legacy Wealth Managment, LLC/ID held 54,969 FTSM 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 54,969 shares
    Change vs previous 13F -2,671 shares

    1.35% of the 13F portfolio, value $3,283,298.

    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 57,640 shares
    Change vs previous 13F -50 shares

    1.72% of the 13F portfolio, value $3,445,720.

    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 57,690 shares
    Change vs previous 13F -4,899 shares

    1.66% of the 13F portfolio, value $3,457,362.

    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 62,589 shares
    Change vs previous 13F +52,810 shares

    1.7% of the 13F portfolio, value $3,749,707.

    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 9,779 shares
    Change vs previous 13F +4,414 shares

    0.31% of the 13F portfolio, value $585,469.

    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 5,365 shares
    Change vs previous 13F -1,647 shares

    0.23% of the 13F portfolio, value $321,042.

    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 7,012 shares
    Change vs previous 13F -2,004 shares

    0.28% of the 13F portfolio, value $419,388.

    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 9,016 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $539,698.

    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).