Legacy Advisors, LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on MA, newest first. How the timeline and the estimate are built.
Legacy Advisors, LLC held 2,654 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 2,654 sharesChange vs previous 13F -44 shares
0.13% of the 13F portfolio, value $1,363,277.
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 2,698 sharesChange vs previous 13F -256 shares
0.16% of the 13F portfolio, value $1,347,951.
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 2,954 sharesChange vs previous 13F +443 shares
0.18% of the 13F portfolio, value $1,686,276.
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 2,511 sharesChange vs previous 13F +2,511 shares
0.18% of the 13F portfolio, value $1,428,178.
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 -10,494 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 10,494 sharesChange vs previous 13F -298 shares
0.6% of the 13F portfolio, value $5,751,726.
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 10,792 sharesChange vs previous 13F +544 shares
0.55% of the 13F portfolio, value $5,682,785.
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 10,248 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $5,060,592.
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).