Current Market Value 6,329,642
Current Holdings 18
Most Recent File Date 2025-08-07
Total Filings on Record 37
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Legacy Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-07 2025-06-30 13F-HR 18 6,330
2025-04-23 2025-03-31 13F-HR 433 971,610
2025-02-14 2024-12-31 13F-HR 411 1,030,574
2024-11-13 2024-09-30 13F-HR 378 923,507
2024-07-30 2024-06-30 13F-HR 328 822,639
2024-04-30 2024-03-31 13F-HR 314 791,418
2024-02-12 2023-12-31 13F-HR 306 776,357
2023-11-14 2023-09-30 13F-HR 280 620,708
2023-07-20 2023-06-30 13F-HR 267 673,833
2023-05-01 2023-03-31 13F-HR 252 542,263
2023-02-01 2022-12-31 13F-HR 242 546,463
2022-11-09 2022-09-30 13F-HR 227 452,766
2022-07-25 2022-06-30 13F-HR 221 475,633
2022-05-11 2022-03-31 13F-HR 215 514,989
2022-02-14 2021-12-31 13F-HR 133 272,566
2021-10-13 2021-09-30 13F-HR 127 250,112
2021-07-13 2021-06-30 13F-HR 124 246,340
2021-04-12 2021-03-31 13F-HR 122 226,401
2021-01-15 2020-12-31 13F-HR 111 175,992
2020-10-08 2020-09-30 13F-HR 109 151,408
2020-07-09 2020-06-30 13F-HR 102 125,975
2020-04-15 2020-03-31 13F-HR 96 99,926
2020-01-21 2019-12-31 13F-HR 132 157,590
2019-10-10 2019-09-30 13F-HR 110 133,697
2019-07-15 2019-06-30 13F-HR 367 147,919
2019-04-12 2019-03-31 13F-HR/A 1 N 115 147,567
2019-04-08 2019-03-31 13F-HR 407 160,509
2019-01-14 2018-12-31 13F-HR 109 131,824
2018-10-18 2018-09-30 13F-HR 463 203,082
2018-07-19 2018-06-30 13F-HR 414 133,874
2018-04-17 2018-03-31 13F-HR 390 135,441
2018-01-26 2017-12-31 13F-HR 358 102,601
2017-11-03 2017-09-30 13F-HR/A 1 R 364 89,767
2017-11-01 2017-09-30 13F-HR 204 78,357
2017-11-01 2017-06-30 13F-HR 203 78,357
2017-11-02 2017-03-31 13F-HR 207 74,023
2017-11-03 2016-12-31 13F-HR 210 73,192