Legacy Wealth Management, LLC

SEC CIK: 0002047443
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P Global Inc. in every 13F filed by Legacy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPGI overview All 13F holders of SPGI Full Q2 2026 holdings

Shares (Q2 2026): 500
Value: $203.6K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SPGI by Legacy Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	500	$203.6K	0.1%	00.0%	Unchanged	Holders
Q1 2026	500	$212.7K	0.1%	00.0%	Unchanged	Holders
Q4 2025	500	$261.3K	0.1%	00.0%	Unchanged	Holders
Q3 2025	500	$243.4K	0.1%	00.0%	Unchanged	Holders
Q2 2025	500	$263.6K	0.1%	00.0%	Unchanged	Holders
Q1 2025	500	$254.1K	0.1%	00.0%	Unchanged	Holders
Q4 2024	500	$249.0K	0.1%	00.0%	Unchanged	Holders
Q3 2024	500	$258.3K	0.1%	−105−17.4%	Reduced	Holders
Q2 2024	605	$269.8K	0.1%	00.0%	Unchanged	Holders
Q1 2024	605	$257.4K	0.1%	00.0%	Unchanged	Holders
Q4 2023	605	$266.5K	0.1%	00.0%	Unchanged	Holders
Q3 2023	605	$221.1K	0.1%	−80−11.7%	Reduced	Holders
Q2 2023	685	$274.6K	0.1%	−14−2.0%	Reduced	Holders
Q1 2023	699	$241.0K	0.1%	00.0%	Unchanged	Holders
Q4 2022	699	$234.1K	0.1%	00.0%	Unchanged	Holders
Q3 2022	699	$213.4K	0.1%	+10+1.5%	Added	Holders
Q2 2022	689	$232.2K	0.1%	00.0%	Unchanged	Holders
Q1 2022	689	$282.6K	0.1%	+37+5.7%	Added	Holders
Q4 2021	652	$307.7K	0.2%	00.0%	Unchanged	Holders
Q3 2021	652	$277.0K	0.1%	00.0%	Unchanged	Holders
Q2 2021	652	$267.6K	0.1%	00.0%	Unchanged	Holders
Q1 2021	652	$230.1K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.