Legacy Wealth Asset Management, LLC
Position in AMG — Affiliated Managers Group, Inc.
CIK 1846151
WOODBURY, MN
Position in AMG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$690,674
-$24,872 QoQ
Shares Held
2,041
-21.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#292
of 562 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,591,033 across 5 Asset Management names. AMG ranks #3 (15.0% of the industry book) .
All Filings in AMG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,674 | 2,041 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $715,546 | 2,586 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $746,356 | 2,589 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $707,421 | 2,967 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $760,319 | 3,864 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $657,165 | 3,911 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $736,351 | 3,982 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $721,868 | 4,060 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $633,043 | 4,052 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $633,371 | 3,782 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $564,190 | 3,726 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $478,478 | 3,671 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $538,254 | 3,591 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $476,110 | 3,343 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $539,295 | 3,404 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $371,901 | 3,325 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $337,323 | 2,893 | Shares | Sole | 2022-07-19 | |
| No filing history on record for this holder in this stock. | ||||||