Legacy Wealth Asset Management, LLC ELMD ELECTROMED INC

Ownership history in Legacy Wealth Asset Management, LLC  ·  5 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported ELECTROMED INC (ELMD) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2024 Q4. The latest visible filing shows ELMD at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ELMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Wealth Asset Management, LLC's position in ELECTROMED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ELMD was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Legacy Wealth Asset Management, LLC held ELMD — position size vs. price
% of Fund (quarterly)    ELMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,550 0% 0.05% $200K 2026-04-08 $24.40
2025 Q4 UNCHANGED 8,550 0% 0.06% $249K 2026-01-12 $28.69
2025 Q3 UNCHANGED 8,550 0% 0.05% $210K 2025-10-14 $24.67
2025 Q1 UNCHANGED 8,550 0% 0.06% $204K 2025-04-09 $23.53
2024 Q4 INITIATED 8,550 0.07% $253K 2025-01-15 $33.72

FAQ About Legacy Wealth Asset Management, LLC and ELMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legacy Wealth Asset Management, LLC reported owning ELMD?

Legacy Wealth Asset Management, LLC reported ELMD across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported ELMD position in Legacy Wealth Asset Management, LLC's portfolio?

The largest reported portfolio weight for ELMD was 0.07% in 2024 Q4.

What is the latest reported ELMD position on this page?

The most recent filing on this page is 2026 Q1, when Legacy Wealth Asset Management, LLC reported 8,550 shares, equal to 0.05% of portfolio, with an estimated market value of $200K.

What does the chart on this ELMD ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly ELMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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