Manager record

Legacy Advisory Services, LLC

Exton, PA · CIK 2068847 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$139.34MReported 13F valueQ3 2026 · as filed

80Holdings listed

-1.9%vs prior quartervalue change includes market moves

7Quarters on record

Oct 20Latest filed

Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.

Filing record

Oct 20 2026 13F-HR · period Q3 2026

$139.34M · 80 holdings listed · View original SEC filing ↗

Jul 21 2026 13F-HR · period Q2 2026

$142.06M · 54 holdings listed · View original SEC filing ↗

May 12 2026 13F-HR · period Q1 2026

$130.98M · 49 holdings listed · View original SEC filing ↗

Jan 23 2026 13F-HR · period Q4 2025

$133.02M · 50 holdings listed · View original SEC filing ↗

Oct 30 2025 13F-HR · period Q3 2025

$132.85M · 51 holdings listed · View original SEC filing ↗

Oct 30 2025 13F-HR/A · period Q2 2024

$109.32M · 48 holdings listed · amendment (restatement) · View original SEC filing ↗