Legacy Advisors, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on DE, newest first. How the timeline and the estimate are built.
Legacy Advisors, LLC held 1,317 DE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,317 sharesChange vs previous 13F +94 shares
0.08% of the 13F portfolio, value $835,627.
13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,223 sharesChange vs previous 13F -137 shares
0.08% of the 13F portfolio, value $689,105.
13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,360 sharesChange vs previous 13F +171 shares
0.07% of the 13F portfolio, value $633,088.
13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,189 sharesChange vs previous 13F +1,189 shares
0.07% of the 13F portfolio, value $543,791.
13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,495 shares
13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,495 sharesChange vs previous 13F +112 shares
0.12% of the 13F portfolio, value $1,171,028.
13F-HR 0001667731-25-000489 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,383 sharesChange vs previous 13F +369 shares
0.1% of the 13F portfolio, value $1,009,677.
13F-HR 0001667731-25-000263 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,014 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $840,503.
13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).