Skip to content
Disclosery

Legacy Wealth Managment, LLC/ID: TQQQ position timeline

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

Legacy Wealth Managment, LLC/ID held 3,578 TQQQ 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 3,578 shares
    Change vs previous 13F +3,558 shares

    0.12% of the 13F portfolio, value $289,818.

    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 20 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $834.

    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 40 shares
    Change vs previous 13F -991 shares

    <0.01% of the 13F portfolio, value $2,109.

    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 1,031 shares
    Change vs previous 13F -224 shares

    0.05% of the 13F portfolio, value $106,606.

    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 1,255 shares
    Change vs previous 13F +1,235 shares

    0.06% of the 13F portfolio, value $104,165.

    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 20 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,146.

    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 20 shares
    Change vs previous 13F -4,250 shares

    <0.01% of the 13F portfolio, value $1,655.

    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 4,270 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $349,244.

    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).