Legacy Wealth Management, LLC / MS

Q3 2026 13F Holdings

Location
Ridgeland, MS
Holdings as of
9/30/2026
Value
$336M
Value excl. options
$336M
Num holdings
125
Date filed
10/30/2026
Form type
13F-HR
Prev filing
7/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type