Legacy Wealth Asset Management, LLC
CIK
0001846151
City
WOODBURY
State / Country
MN
Holdings in TLK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,291,881 | 108,878 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,206,437 | 117,239 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $2,025,922 | 119,594 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $1,993,506 | 134,970 | Shares | Sole | 2025-04-09 |
| 2024-12-31 | $1,689,349 | 102,696 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $2,528,853 | 127,849 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $2,323,811 | 124,268 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,038,103 | 91,559 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $1,943,025 | 75,428 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $1,693,386 | 70,265 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $1,955,417 | 73,319 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,028,506 | 74,386 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $1,745,581 | 73,190 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $1,951,327 | 67,637 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $1,443,151 | 53,371 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $1,387,045 | 43,413 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $1,091,589 | 37,654 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $559,333 | 22,021 | Shares | Sole | 2021-10-19 |
| 2021-06-30 | $476,241 | 21,977 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $215,809 | 9,129 | Shares | Sole | 2021-04-20 |
| 2020-12-31 | $215,843 | 9,177 | Shares | Sole | 2021-03-25 |