Legacy Wealth Managment, LLC/ID: JPM position timeline

Legacy Wealth Managment, LLC/ID held 1,531 JPM 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 1,531 shares

   Change vs previous 13F +708 shares

   0.21% of the 13F portfolio, value $501,088.

   13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 823 shares

   Change vs previous 13F +96 shares

   0.12% of the 13F portfolio, value $242,020.

   13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 727 shares

   Change vs previous 13F +339 shares

   0.11% of the 13F portfolio, value $234,250.

   13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 388 shares

   Change vs previous 13F -8 shares

   0.06% of the 13F portfolio, value $122,461.

   13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 396 shares

   Change vs previous 13F +154 shares

   0.06% of the 13F portfolio, value $114,931.

   13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 242 shares

   Change vs previous 13F 0 shares

   0.04% of the 13F portfolio, value $59,363.

   13F-HR 0002044858-25-000007 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-05-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 242 shares

   Change vs previous 13F +30 shares

   0.04% of the 13F portfolio, value $66,744.

   13F-HR 0002045082-25-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 212 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $51,126.

   13F-HR 0002045082-24-000001 filed by Legacy Wealth Managment, LLC/ID
   Filed 2024-11-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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