Legacy Wealth Asset Management, LLC
Holdings in ASX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,775,849 | 172,413 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,777,623 | 250,462 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $2,615,194 | 253,165 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,288,173 | 261,207 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $2,658,046 | 263,957 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $2,617,739 | 268,211 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $2,419,829 | 211,894 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,660,470 | 242,081 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $2,200,697 | 233,868 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $2,142,485 | 284,905 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $502,556 | 64,513 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $510,821 | 64,093 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $407,945 | 65,063 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $1,079,401 | 216,313 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $86,654 | 16,761 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $113,964 | 16,074 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $109,168 | 13,978 | Shares | Sole | 2022-02-10 |