Filer Snapshot

Legacy Wealth Management, LLC / MS SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002047443.

Entity Type

Company

Total Filings

27

Latest Filing

05 Jan 2026

Industry

n/a

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Business address
300 Concourse Blvd., Suite 102, Ridgeland, MS, 39157
Top securities (13F)
NVDA, SPY, AAPL, MSFT, SPYM, GOOGL, WMT, AMZN, V, PANW, RTX, PLTR, TJX, BSX, TMO, IQV, CB, BAC, VTI, and JPM
State of incorporation
MS

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Quick Takeaways

  • Legacy Wealth Management, LLC / MS is an SEC filer tracked under CIK 0002047443.
  • 27 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX.

What Changed

  • Latest filing: 13F-HR filed on 05 Jan 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0002047443.

See Original Filing

Filer Overview

Legacy Wealth Management, LLC / MS has filed 27 SEC EDGAR filings since 12 Dec 2024. Common forms include 13F-HR, N-PX.

Latest 13F filings

Latest Filings

Recent SEC filings for Legacy Wealth Management, LLC / MS with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jan 2026 31 Dec 2025 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-24517
N-PX Open N-PX document View SEC filing for N-PX 08 Jul 2025 30 Jun 2025 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Jul 2025 30 Jun 2025 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2025 31 Mar 2025 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jan 2025 31 Dec 2024 028-24517
N-PX Open N-PX document View SEC filing for N-PX 31 Dec 2024 30 Jun 2024 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2024 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Jun 2024 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Mar 2024 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Dec 2023 028-24520
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2023 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Jun 2023 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Mar 2023 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Dec 2022 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2022 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Jun 2022 028-24518
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Mar 2022 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Dec 2021 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2021 028-24519
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Jun 2021 028-24521
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Mar 2021 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Dec 2020 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Sep 2020 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 30 Jun 2020 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Mar 2020 028-24517
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Dec 2024 31 Dec 2019 028-24517

About this filer

Legacy Wealth Management, LLC / MS files with the SEC under CIK 0002047443. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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