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Legacy Wealth Management, LLCETFConcentrated long-term

CIK: 0001488921 | MEMPHIS, TN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR34$1.9B2026-10-22SEC ↗
Q2 2026
13F-HR30$1.9B2026-07-09SEC ↗
Q1 2026
13F-HR30$1.7B2026-04-23SEC ↗
Q4 2025
13F-HR31$1.7B2026-01-21SEC ↗
Q3 2025
13F-HR29$1.7B2025-10-10SEC ↗
Q2 2025
13F-HR31$1.6B2025-07-17SEC ↗
Q1 2025
13F-HR40$1.5B2025-04-25SEC ↗
Q4 2024
13F-HR42$1.6B2025-01-21SEC ↗
Q3 2024
13F-HR44$1.5B2024-10-25SEC ↗
Q2 2024
13F-HR23$1.4B2024-07-12SEC ↗
Q1 2024
13F-HR25$1.4B2024-04-12SEC ↗
Q4 2023
13F-HR22$1.3B2024-01-23SEC ↗
Q3 2023
13F-HR19$1.1B2023-10-25SEC ↗
Q2 2023
13F-HR19$1.2B2023-07-18SEC ↗
Q1 2023
13F-HR19$1.1B2023-04-11SEC ↗
Q4 2022
13F-HR19$1.0B2023-01-18SEC ↗
Q3 2022
13F-HR19$962.9K2022-10-12SEC ↗
Q2 2022
13F-HR19$817.8K2022-07-22SEC ↗
Q1 2022
13F-HR16$838.0K2022-04-27SEC ↗
Q4 2021
13F-HR19$872.1K2022-01-19SEC ↗
Q3 2021
13F-HR17$796.9K2021-10-15SEC ↗
Q2 2021
13F-HR16$797.4K2021-07-14SEC ↗
Q1 2021
13F-HR15$749.0K2021-04-20SEC ↗
Q4 2020
13F-HR13$753.3K2021-01-29SEC ↗
Q3 2020
13F-HR13$654.4K2020-10-14SEC ↗
Q2 2020
13F-HR13$612.3K2020-07-28SEC ↗
Q1 2020
13F-HR11$550.6K2020-04-09SEC ↗
Q4 2019
13F-HR13$659.2K2020-01-30SEC ↗
Q3 2019
13F-HR12$610.9K2019-10-09SEC ↗
Q2 2019
13F-HR12$554.7K2019-07-17SEC ↗
Q1 2019
13F-HR11$513.6K2019-04-22SEC ↗
Q4 2018
13F-HR18$454.6K2019-02-06SEC ↗
Q3 2018
13F-HR12$498.9K2018-10-10SEC ↗
Q2 2018
13F-HR13$425.7K2018-07-16SEC ↗
Q1 2018
13F-HR13$407.8K2018-04-20SEC ↗
Q4 2017
13F-HR11$415.6K2018-01-18SEC ↗
Q3 2017
13F-HR10$392.9K2017-10-12SEC ↗
Q2 2017
13F-HR10$413.7K2017-07-25SEC ↗
Q1 2017
13F-HR10$398.3K2017-04-19SEC ↗
Q4 2016
13F-HR79$380.9M2017-02-06SEC ↗
Q3 2016
13F-HR12$366.8K2016-10-18SEC ↗
Q2 2016
13F-HR9$338.4K2016-08-04SEC ↗
Q1 2016
13F-HR7$332.5K2016-05-05SEC ↗
Q4 2015
13F-HR11$356.5K2016-02-09SEC ↗
Q3 2015
13F-HR7$261.9K2015-11-06SEC ↗
Q2 2015
13F-HR7$244.1K2015-07-17SEC ↗
Q1 2015
13F-HR7$240.6K2015-04-10SEC ↗
Q4 2014
13F-HR8$278.9K2015-01-26SEC ↗
Q3 2014
13F-HR6$206.3K2014-10-27SEC ↗
Q2 2014
13F-HR5$212.6K2014-07-28SEC ↗
Q1 2014
13F-HR5$205.7K2014-04-30SEC ↗
Q4 2013
13F-HR7$196.8K2014-01-29SEC ↗
Q3 2013
13F-HR6$176.2K2013-10-15SEC ↗
Q2 2013
13F-HR6$168.6K2013-08-01SEC ↗