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Legacy Advisors, LLC: GQGU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on GQGU, newest first. How the timeline and the estimate are built.

Legacy Advisors, LLC held 958,503 GQGU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 958,503 shares
    Change vs previous 13F +409 shares

    2.27% of the 13F portfolio, value $24,345,976.

    13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 958,094 shares
    Change vs previous 13F +122,640 shares

    3.04% of the 13F portfolio, value $25,782,310.

    13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 835,454 shares
    Change vs previous 13F +701,648 shares

    2.22% of the 13F portfolio, value $20,707,994.

    13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 133,806 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,378,602.

    13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).