Legacy Wealth Asset Management, LLC ECG β€” EVERUS CONSTR GROUP

Ownership history in Legacy Wealth Asset Management, LLC  Β·  2 quarters on record

AI Ownership Summary

Legacy Wealth Asset Management, LLC reported EVERUS CONSTR GROUP (ECG) in 2 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows ECG at 0.06% 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 ECG 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 EVERUS CONSTR GROUP, 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 Q2

ECG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 ECG β€” position size vs. price
% of Fund (quarterly)    ECG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,649 -1,193 -42.0% 0.06% $274K 2026-07-09 $138.64
2025 Q3 INITIATED β€” β€” β€” 2,842 β€” β€” 0.06% $244K 2025-10-14 $88.80

FAQ About Legacy Wealth Asset Management, LLC and ECG

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 ECG?

Legacy Wealth Asset Management, LLC reported ECG across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for ECG was 0.06% in 2026 Q2.

What is the latest reported ECG position on this page?

The most recent filing on this page is 2026 Q2, when Legacy Wealth Asset Management, LLC reported 1,649 shares, equal to 0.06% of portfolio, with an estimated market value of $274K.

What does the chart on this ECG ownership page compare?

The chart compares Legacy Wealth Asset Management, LLC's quarterly ECG 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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