Long-term investor
Legacy Advisory Services, LLC @legacyadvisoryservicesll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002068847).
Record
- Tracked since 2023-12-31 (1025 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +0.5% · 1 year +0.5% · all +0.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 12.3% · long · since 2025-09-30
- 464288679 · 8.2% · long · since 2025-09-30
- 464287200 · 7.5% · long · since 2025-09-30
- 46429B697 · 5.6% · long · since 2025-09-30
- 09290C103 · 4.7% · long · since 2026-03-31
- 46432F339 · 4.7% · long · since 2025-09-30
- 46436E718 · 4.2% · long · since 2025-09-30
- 464287309 · 3.3% · long · since 2026-09-30
- 464289420 · 3.1% · long · since 2025-09-30
- 464287408 · 2.5% · long · since 2026-09-30
- 381430123 · 2.1% · long · since 2026-09-30
- 464288240 · 1.8% · long · since 2026-09-30