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Legacy Wealth Managment, LLC/ID: SHV position timeline

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

Legacy Wealth Managment, LLC/ID held 13,898 SHV 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 13,898 shares
    Change vs previous 13F +2,784 shares

    0.63% of the 13F portfolio, value $1,533,644.

    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 11,114 shares
    Change vs previous 13F +1,213 shares

    0.61% of the 13F portfolio, value $1,226,875.

    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 9,901 shares
    Change vs previous 13F -3,311 shares

    0.52% of the 13F portfolio, value $1,090,596.

    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 13,212 shares
    Change vs previous 13F +4,349 shares

    0.66% of the 13F portfolio, value $1,459,794.

    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 8,863 shares
    Change vs previous 13F +36 shares

    0.52% of the 13F portfolio, value $978,653.

    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 8,827 shares
    Change vs previous 13F -2,015 shares

    0.71% of the 13F portfolio, value $975,031.

    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 10,842 shares
    Change vs previous 13F -7,938 shares

    0.78% of the 13F portfolio, value $1,194,680.

    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 18,780 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,071,059.

    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).