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Legacy Wealth Managment, LLC/ID: STEX position timeline

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

Legacy Wealth Managment, LLC/ID held 6,530,074 STEX 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 6,530,074 shares
    Change vs previous 13F -499,277 shares

    2.29% of the 13F portfolio, value $5,552,522.

    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 7,029,351 shares
    Change vs previous 13F -56,382 shares

    3.96% of the 13F portfolio, value $7,943,168.

    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 7,085,733 shares
    Change vs previous 13F -431,634 shares

    10.28% of the 13F portfolio, value $21,469,772.

    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 7,517,367 shares
    Change vs previous 13F +678,690 shares

    19.59% of the 13F portfolio, value $43,300,035.

    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 6,838,677 shares
    Change vs previous 13F +622,169 shares

    25.84% of the 13F portfolio, value $48,828,154.

    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 6,216,508 shares
    Change vs previous 13F +2,613,335 shares

    2.71% of the 13F portfolio, value $3,737,366.

    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 3,603,173 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $3,274,565.

    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).