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Legacy Wealth Managment, LLC/ID: SLV position timeline

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

Legacy Wealth Managment, LLC/ID held 23,885 SLV 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 23,885 shares
    Change vs previous 13F +11,223 shares

    0.53% of the 13F portfolio, value $1,277,131.

    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 12,662 shares
    Change vs previous 13F +12,459 shares

    0.43% of the 13F portfolio, value $862,789.

    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 203 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $13,078.

    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 103 shares
    Change vs previous 13F +63 shares

    <0.01% of the 13F portfolio, value $4,365.

    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 40 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,313.

    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 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,240.

    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).