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Legacy Advisors, LLC: XLK position timeline

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

Legacy Advisors, LLC held 102,692 XLK 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 102,692 shares
    Change vs previous 13F +14 shares

    1.83% of the 13F portfolio, value $19,564,937.

    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 102,678 shares
    Change vs previous 13F -118 shares

    1.61% of the 13F portfolio, value $13,645,918.

    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 102,796 shares
    Change vs previous 13F +51,471 shares

    1.59% of the 13F portfolio, value $14,799,553.

    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 51,325 shares
    Change vs previous 13F +38,330 shares

    1.79% of the 13F portfolio, value $14,466,452.

    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).

  5. period ended2025-06-30
    13F 12,995 shares
    Change vs previous 13F -39,599 shares

    0.83% of the 13F portfolio, value $51,318.

    13F-HR 0001085146-25-004647 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).

  6. period ended2025-03-31
    13F 52,594 shares
    Change vs previous 13F +309 shares

    1.14% of the 13F portfolio, value $10,859,709.

    13F-HR 0001667731-25-000489 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).

  7. period ended2024-12-31
    13F 52,285 shares
    Change vs previous 13F +13 shares

    1.18% of the 13F portfolio, value $12,157,214.

    13F-HR 0001667731-25-000263 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).

  8. period ended2024-09-30
    13F 52,272 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $11,801,026.

    13F-HR 0001720969-24-000004 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).