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Legacy Wealth Managment, LLC/ID: PULS position timeline

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

Legacy Wealth Managment, LLC/ID held 6,726 PULS 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 6,726 shares
    Change vs previous 13F +508 shares

    0.14% of the 13F portfolio, value $333,273.

    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 6,218 shares
    Change vs previous 13F -9,462 shares

    0.15% of the 13F portfolio, value $307,791.

    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 15,680 shares
    Change vs previous 13F +6,702 shares

    0.37% of the 13F portfolio, value $777,572.

    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 8,978 shares
    Change vs previous 13F +8,090 shares

    0.2% of the 13F portfolio, value $447,374.

    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 888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $44,187.

    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).