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Disclosery

Legacy Advisory Services, LLC: SPY position timeline

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

Legacy Advisory Services, LLC held 798 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 798 shares
    Change vs previous 13F +126 shares

    0.42% of the 13F portfolio, value $596,223.

    13F-HR 0001172661-26-002710 filed by Legacy Advisory Services, 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 672 shares
    Change vs previous 13F -208 shares

    0.33% of the 13F portfolio, value $437,210.

    13F-HR 0001172661-26-001694 filed by Legacy Advisory Services, 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 880 shares
    Change vs previous 13F -60 shares

    0.45% of the 13F portfolio, value $599,760.

    13F-HR 0001172661-26-000299 filed by Legacy Advisory Services, 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 940 shares
    Change vs previous 13F +2 shares

    0.47% of the 13F portfolio, value $626,196.

    13F-HR 0001172661-25-004508 filed by Legacy Advisory Services, 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 938 shares
    Change vs previous 13F +2 shares

    0.46% of the 13F portfolio, value $579,626.

    13F-HR 0001172661-25-003440 filed by Legacy Advisory Services, 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 936 shares
    Change vs previous 13F +42 shares

    0.44% of the 13F portfolio, value $523,617.

    13F-HR 0001172661-25-002415 filed by Legacy Advisory Services, 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 894 shares
    Change vs previous 13F -77 shares

    0.45% of the 13F portfolio, value $523,394.

    13F-HR 0001172661-25-004320 filed by Legacy Advisory Services, 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 971 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $557,041.

    13F-HR 0001172661-25-004319 filed by Legacy Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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