Legacy Wealth Managment, LLC/ID: SBAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Managment, LLC/ID on SBAR, newest first. How the timeline and the estimate are built.
Legacy Wealth Managment, LLC/ID held 11,004 SBAR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 11,004 sharesChange vs previous 13F +1,227 shares
0.12% of the 13F portfolio, value $281,702.
13F-HR 0002045082-26-000005 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,777 sharesChange vs previous 13F +1,489 shares
0.12% of the 13F portfolio, value $239,928.
13F-HR 0002045082-26-000002 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,288 sharesChange vs previous 13F -1,578 shares
0.1% of the 13F portfolio, value $216,815.
13F-HR 0002045082-26-000001 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,866 sharesChange vs previous 13F +3,739 shares
0.12% of the 13F portfolio, value $259,082.
13F-HR 0002045082-25-000005 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,127 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $160,651.
13F-HR 0002044858-25-000009 filed by Legacy Wealth Managment, LLC/ID
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).