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Legacy Wealth Managment, LLC/ID: NEOV position timeline

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

Legacy Wealth Managment, LLC/ID held 4,896,515 NEOV 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 4,896,515 shares
    Change vs previous 13F -428,509 shares

    6.36% of the 13F portfolio, value $15,424,022.

    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 5,325,024 shares
    Change vs previous 13F -344,059 shares

    8.17% of the 13F portfolio, value $16,401,075.

    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 5,669,083 shares
    Change vs previous 13F +169,822 shares

    8.26% of the 13F portfolio, value $17,234,013.

    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 5,499,261 shares
    Change vs previous 13F +932,210 shares

    11.1% of the 13F portfolio, value $24,526,704.

    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 4,567,051 shares
    Change vs previous 13F +944,758 shares

    7.98% of the 13F portfolio, value $15,071,269.

    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 3,622,293 shares
    Change vs previous 13F +94,397 shares

    5.71% of the 13F portfolio, value $7,860,377.

    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 3,527,896 shares
    Change vs previous 13F +43,102 shares

    7.55% of the 13F portfolio, value $11,500,942.

    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 3,484,794 shares
    Change vs previous 13F not available

    10.87% of the 13F portfolio, value $17,807,299.

    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).