Legacy Advisory Services, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationexton, PA
- CIK0002068847
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
51 | $132.85 M | SHV, KRE, SGOV, USMV | 13F-HR | Oct 30, 2025 | 000117266125004508 | ||
45 | $126.12 M | SHV, KRE, SGOV, USMV | 13F-HR | Aug 14, 2025 | 000117266125003440 | ||
50 | $118.43 M | SHV, KRE, TLT, USMV | 13F-HR | May 19, 2025 | 000117266125002415 | ||
51 | $117.26 M | KRE, TLT, USMV, ILCG | 13F-HR | Oct 17, 2025 | 000117266125004320 | ||
49 | $116.36 M | KRE, TLT, USMV, ILCG | 13F-HR | Oct 17, 2025 | 000117266125004319 | ||
48 | $109.32 M | KRE, TLT, ILCG, USMV | RESTATEMENT | Oct 30, 2025 | 000117266125004507 | ||
47 | $105.53 M | KRE, TLT, USMV, ILCG | 13F-HR | Oct 17, 2025 | 000117266125004317 | ||
46 | $94.81 M | KRE, TLT, USMV, ILCG | 13F-HR | Oct 17, 2025 | 000117266125004316 |