Legacy Wealth Asset Management, LLC
Holdings in PHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,921,407 | 70,953 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,016,967 | 73,990 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $1,414,843 | 59,001 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,422,704 | 56,012 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $1,299,700 | 51,331 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $1,661,161 | 50,769 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $1,468,731 | 58,283 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,125,420 | 56,271 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $1,268,942 | 54,391 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $959,472 | 48,118 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $1,447,482 | 66,735 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $1,202,695 | 65,542 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $1,039,616 | 69,354 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $1,087,688 | 70,675 | Shares | Sole | 2022-10-14 |
| 2021-12-31 | $1,079,447 | 29,293 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $313,168 | 7,047 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $345,216 | 6,946 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $390,769 | 6,852 | Shares | Sole | 2021-04-20 |
| 2020-12-31 | $370,306 | 6,836 | Shares | Sole | 2021-03-25 |