Legacy Wealth Managment, LLC/ID: NXDT position timeline

Legacy Wealth Managment, LLC/ID held 64,409 NXDT 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 64,409 shares

   Change vs previous 13F +6,962 shares

   0.14% of the 13F portfolio, value $334,283.

   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 57,447 shares

   Change vs previous 13F -19,508 shares

   0.13% of the 13F portfolio, value $268,278.

   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 76,955 shares

   Change vs previous 13F -10,552 shares

   0.14% of the 13F portfolio, value $294,738.

   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 87,507 shares

   Change vs previous 13F +5,503 shares

   0.15% of the 13F portfolio, value $322,901.

   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 82,004 shares

   Change vs previous 13F -713 shares

   0.18% of the 13F portfolio, value $343,598.

   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 82,717 shares

   Change vs previous 13F -6,570 shares

   0.23% of the 13F portfolio, value $316,807.

   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 89,287 shares

   Change vs previous 13F -9,785 shares

   0.31% of the 13F portfolio, value $474,115.

   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 99,072 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $573,628.

   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).