Legacy Advisors, LLC: EW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on EW, newest first. How the timeline and the estimate are built.
Legacy Advisors, LLC held 7,973 EW shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,973 sharesChange vs previous 13F +186 shares
0.07% of the 13F portfolio, value $721,238.
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 7,787 sharesChange vs previous 13F -46 shares
0.07% of the 13F portfolio, value $623,583.
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 7,833 sharesChange vs previous 13F +373 shares
0.07% of the 13F portfolio, value $667,763.
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 7,460 sharesChange vs previous 13F +7,460 shares
0.07% of the 13F portfolio, value $580,164.
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 -9,785 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 9,785 sharesChange vs previous 13F +117 shares
0.07% of the 13F portfolio, value $709,217.
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 9,668 sharesChange vs previous 13F +1,350 shares
0.07% of the 13F portfolio, value $715,722.
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 8,318 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $548,905.
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).