Legacy Wealth Managment, LLC/ID: PBDC position timeline

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

Legacy Wealth Managment, LLC/ID held 7,857 PBDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 7,857 shares
Change vs previous 13F +7,790 shares
0.09% of the 13F portfolio, value $213,789.
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).
period ended2026-03-31
13F 67 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,848.
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).